EWA
SGVT

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

EverSource 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 		$10.6K Hold
105
– – ﹤0.01% 2880
2026
Q1 		$10.6K Buy
+105
New +$10.6K ﹤0.01% 2883

Other funds holding SGVT

CCFM
Clear Creek Financial Management Silverdale, Washington $1.56B AUM 31.02% 1-Year Est. Return
FWA
Fulcrum Wealth Advisors Bellevue, Washington $131M AUM
BAM
Belpointe Asset Management Reno, Nevada $3.06B AUM 23.82% 1-Year Est. Return
LIA
Luken Investment Analytics Brentwood, Tennessee $286M AUM 17.34% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
SLWM
Stone Loft Wealth Management West Chester, Pennsylvania $176M AUM
MWM
Mascagni Wealth Management Clinton, Mississippi $161M AUM 26.58% 1-Year Est. Return
WAM
Worth Asset Management Dallas, Texas $313M AUM 37.93% 1-Year Est. Return
PCS
Private Client Services Louisville, Kentucky $381M AUM 24.56% 1-Year Est. Return
WIM
WealthPlan Investment Management Omaha, Nebraska $2.01B AUM 27.28% 1-Year Est. Return

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

EverSource Wealth Advisors held its Schwab Government Money Market ETF (SGVT) position steady in Q2 2026 at 105 shares worth $10.6K. The position accounts for ﹤0.01% of the portfolio, ranked #2880.

EverSource Wealth Advisors first reported a position in SGVT in Q1 2026 and has held it in 2 quarters since. 35 funds tracked by Wall St. Rank hold SGVT as of Q2 2026.

  • EverSource Wealth Advisors held 105 shares of Schwab Government Money Market ETF worth $10.6K as of Q2 2026.
  • EverSource Wealth Advisors left its Schwab Government Money Market ETF share count unchanged in Q2 2026.
  • Schwab Government Money Market ETF made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #2880 holding.
  • EverSource Wealth Advisors first reported a position in Schwab Government Money Market ETF in Q1 2026 and has held it in 2 quarters since.
  • 35 funds tracked by Wall St. Rank held Schwab Government Money Market ETF as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.