EWA
SGVT

EP Wealth Advisors’s Schwab Government Money Market ETF SGVT Stock Holding History

EP Wealth Advisors’s Portfolio SGVT Stock Details SGVT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$955K Buy
+9,482
New +$954K ﹤0.01% 765

Other funds holding SGVT

SC
Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return
AO
Advisor OS Chicago, Illinois $1.5B AUM 21.75% 1-Year Est. Return
MA
MJP Associates Farmington, Connecticut $914M AUM 20.8% 1-Year Est. Return
CCFM
Clear Creek Financial Management Silverdale, Washington $1.56B AUM 31.02% 1-Year Est. Return
HP
Holistic Planning Nacogdoches, Texas $643M AUM 18.84% 1-Year Est. Return
AC
Addison Capital Conshohocken, Pennsylvania $610M AUM 17.84% 1-Year Est. Return
TRCT
Tower Research Capital (TRC) New York $4.08B AUM 58.77% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
FWA
Fulcrum Wealth Advisors Bellevue, Washington $131M AUM
BFG
Bleakley Financial Group Fairfield, New Jersey $7.85B AUM 31.48% 1-Year Est. Return

EP Wealth Advisors's SGVT Position: Q2 2026 in Review

EP Wealth Advisors opened a new position in Schwab Government Money Market ETF (SGVT) in Q2 2026: 9,482 shares worth $955K. The stake represents ﹤0.01% of the portfolio and ranks #765 among its holdings.

82 funds tracked by Wall St. Rank hold SGVT as of Q2 2026.

  • EP Wealth Advisors held 9,482 shares of Schwab Government Money Market ETF worth $955K as of Q2 2026.
  • Schwab Government Money Market ETF was a new EP Wealth Advisors position in Q2 2026.
  • Schwab Government Money Market ETF made up ﹤0.01% of EP Wealth Advisors's portfolio in Q2 2026, its #765 holding.
  • 82 funds tracked by Wall St. Rank held Schwab Government Money Market ETF as of Q2 2026.

Based on EP Wealth Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.