Focus Partners Wealth
SGVT icon

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

Focus Partners Wealth’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 		$225K Sell
2,236
-7,472
-77% -$752K ﹤0.01% 2429
2026
Q1 		$978K Buy
+9,708
New +$977K ﹤0.01% 1636

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

Focus Partners Wealth's SGVT Position: Q2 2026 in Review

Focus Partners Wealth reduced its Schwab Government Money Market ETF (SGVT) stake by 77% in Q2 2026, selling an estimated $752K and leaving 2,236 shares worth $225K. The position accounts for ﹤0.01% of the portfolio, ranked #2429.

Focus Partners Wealth first reported a position in SGVT in Q1 2026 and has held it in 2 quarters since. The position peaked at $978K in Q1 2026. 81 funds tracked by Wall St. Rank hold SGVT as of Q2 2026.

  • Focus Partners Wealth held 2,236 shares of Schwab Government Money Market ETF worth $225K as of Q2 2026.
  • Focus Partners Wealth sold 7,472 Schwab Government Money Market ETF shares in Q2 2026, an estimated $752K.
  • Schwab Government Money Market ETF made up ﹤0.01% of Focus Partners Wealth's portfolio in Q2 2026, its #2429 holding.
  • Focus Partners Wealth first reported a position in Schwab Government Money Market ETF in Q1 2026 and has held it in 2 quarters since.
  • Focus Partners Wealth's Schwab Government Money Market ETF position peaked at $978K in Q1 2026.
  • 81 funds tracked by Wall St. Rank held Schwab Government Money Market ETF as of Q2 2026.

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