ECM
SGVT

Evergreen Capital Management’s Schwab Government Money Market ETF SGVT Stock Holding History

Evergreen Capital Management’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
Q1 		– Sell
-2,000
Closed -$201K – 1632
2025
Q4 		$201K Buy
+2,000
New +$201K ﹤0.01% 1319

Other funds holding SGVT

AO
Advisor OS Chicago, Illinois $1.38B AUM 16.6% 1-Year Est. Return
MA
MJP Associates Farmington, Connecticut $824M AUM 14.86% 1-Year Est. Return
HP
Holistic Planning Nacogdoches, Texas $502M AUM 14.52% 1-Year Est. Return
CA
Calton & Associates Tampa, Florida $696M AUM 18.3% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return
CCFM
Clear Creek Financial Management Silverdale, Washington $1.56B AUM 31.02% 1-Year Est. Return
AC
Addison Capital Conshohocken, Pennsylvania $562M AUM 18.57% 1-Year Est. Return
TRCT
Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return
NBWM
North Berkeley Wealth Management Berkeley, California $247M AUM 30.06% 1-Year Est. Return
MWM
Moulton Wealth Management Spokane, Washington $152M AUM 21.14% 1-Year Est. Return

Evergreen Capital Management's SGVT Position: Q1 2026 in Review

Evergreen Capital Management sold out of Schwab Government Money Market ETF (SGVT) in Q1 2026, closing a stake of 2,000 shares — an estimated $201K sold.

Evergreen Capital Management first reported a position in SGVT in Q4 2025 and held it in 1 quarter. The position peaked at $201K in Q4 2025. 64 funds tracked by Wall St. Rank hold SGVT as of Q1 2026.

  • Evergreen Capital Management reported no remaining Schwab Government Money Market ETF position as of Q1 2026 after selling out during the quarter.
  • Evergreen Capital Management sold 2,000 Schwab Government Money Market ETF shares in Q1 2026, an estimated $201K.
  • Evergreen Capital Management first reported a position in Schwab Government Money Market ETF in Q4 2025 and held it in 1 quarter.
  • Evergreen Capital Management's Schwab Government Money Market ETF position peaked at $201K in Q4 2025.
  • 64 funds tracked by Wall St. Rank held Schwab Government Money Market ETF as of Q1 2026.

Based on Evergreen Capital Management's 13F filing for Q1 2026, filed 14 May 2026.