FIA
SGVT

Foundations Investment Advisors’s Schwab Government Money Market ETF SGVT Stock Holding History

Foundations Investment 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
Q1 		$344K Sell
3,417
-3,191
-48% -$321K ﹤0.01% 855
2025
Q4 		$664K Buy
6,608
+1,982
+43% +$199K 0.01% 615
2025
Q3 		$465K Buy
+4,626
New +$464K 0.01% 675

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

Foundations Investment Advisors's SGVT Position: Q1 2026 in Review

Foundations Investment Advisors reduced its Schwab Government Money Market ETF (SGVT) stake by 48% in Q1 2026, selling an estimated $321K and leaving 3,417 shares worth $344K. The position accounts for ﹤0.01% of the portfolio, ranked #855.

Foundations Investment Advisors first reported a position in SGVT in Q3 2025 and has held it in 3 quarters since. The position peaked at $664K in Q4 2025. 64 funds tracked by Wall St. Rank hold SGVT as of Q1 2026.

  • Foundations Investment Advisors held 3,417 shares of Schwab Government Money Market ETF worth $344K as of Q1 2026.
  • Foundations Investment Advisors sold 3,191 Schwab Government Money Market ETF shares in Q1 2026, an estimated $321K.
  • Schwab Government Money Market ETF made up ﹤0.01% of Foundations Investment Advisors's portfolio in Q1 2026, its #855 holding.
  • Foundations Investment Advisors first reported a position in Schwab Government Money Market ETF in Q3 2025 and has held it in 3 quarters since.
  • Foundations Investment Advisors's Schwab Government Money Market ETF position peaked at $664K in Q4 2025.
  • 64 funds tracked by Wall St. Rank held Schwab Government Money Market ETF as of Q1 2026.

Based on Foundations Investment Advisors's 13F filing for Q1 2026, filed 11 May 2026.