Focus Partners Advisor Solutions’s Schwab Government Money Market ETF SGVT Stock Holding History

Focus Partners Advisor Solutions’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 Q3	$681K	Buy	6,757 +2,270	+51%	+$228K	0.01%	817
2026 Q2	$452K	Sell	4,487 -1,911	-30%	-$192K	﹤0.01%	846
2026 Q1	$644K	Sell	6,398 -3,643	-36%	-$366K	0.01%	695
2025 Q4	$1.01M	Buy	10,041 +7,728	+334%	+$777K	0.01%	495
2025 Q3	$233K	Buy	+2,313	New	+$232K	﹤0.01%	1009

Other funds holding SGVT

Savant Capital Rockford, Illinois $35B AUM 15.18% 1-Year Est. Return

Larson Financial Group St Louis, Missouri $4.11B AUM 23.62% 1-Year Est. Return

Clear Creek Financial Management Silverdale, Washington $1.33B AUM 22.52% 1-Year Est. Return

Advisor OS Chicago, Illinois $1.52B AUM 15.68% 1-Year Est. Return

Holistic Planning Nacogdoches, Texas $718M AUM 13.66% 1-Year Est. Return

Addison Capital Conshohocken, Pennsylvania $447M AUM 12.2% 1-Year Est. Return

Fulcrum Wealth Advisors Bellevue, Washington $144M AUM 21.17% 1-Year Est. Return

WPG Advisers Baltimore, Maryland $184M AUM 16.93% 1-Year Est. Return

FCG Investment Company Germantown, Tennessee $304M AUM

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Focus Partners Advisor Solutions's SGVT Position: Q3 2026 in Review

Focus Partners Advisor Solutions increased its Schwab Government Money Market ETF (SGVT) stake by 51% in Q3 2026, buying an estimated $228K and bringing the position to 6,757 shares worth $681K. The position accounts for 0.01% of the portfolio, ranked #817.

Focus Partners Advisor Solutions first reported a position in SGVT in Q3 2025 and has held it in 5 quarters since. The position peaked at $1.01M in Q4 2025. 69 funds tracked by Wall St. Rank hold SGVT as of Q3 2026.

Focus Partners Advisor Solutions held 6,757 shares of Schwab Government Money Market ETF worth $681K as of Q3 2026.
Focus Partners Advisor Solutions bought 2,270 Schwab Government Money Market ETF shares in Q3 2026, an estimated $228K.
Schwab Government Money Market ETF made up 0.01% of Focus Partners Advisor Solutions's portfolio in Q3 2026, its #817 holding.
Focus Partners Advisor Solutions first reported a position in Schwab Government Money Market ETF in Q3 2025 and has held it in 5 quarters since.
Focus Partners Advisor Solutions's Schwab Government Money Market ETF position peaked at $1.01M in Q4 2025.
69 funds tracked by Wall St. Rank held Schwab Government Money Market ETF as of Q3 2026.

Based on Focus Partners Advisor Solutions's 13F filing for Q3 2026, filed 10 Nov 2026.