HP
SGVT

Holistic Planning’s Schwab Government Money Market ETF SGVT Stock Holding History

Holistic Planning’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 		$11.9M Sell
118,372
-26,168
-18% -$2.63M 2.38% 8
2025
Q4 		$14.5M Buy
144,540
+116,138
+409% +$11.7M 3.1% 8
2025
Q3 		$2.86M Buy
+28,402
New +$2.85M 0.75% 26

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
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 $1.3B AUM 20.31% 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 $189M AUM 19.77% 1-Year Est. Return
MWM
Moulton Wealth Management Spokane, Washington $152M AUM 21.14% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Holistic Planning's SGVT Position: Q1 2026 in Review

Holistic Planning reduced its Schwab Government Money Market ETF (SGVT) stake by 18% in Q1 2026, selling an estimated $2.63M and leaving 118,372 shares worth $11.9M. The position accounts for 2.38% of the portfolio, ranked #8.

Holistic Planning first reported a position in SGVT in Q3 2025 and has held it in 3 quarters since. The position peaked at $14.5M in Q4 2025. 64 funds tracked by Wall St. Rank hold SGVT as of Q1 2026.

  • Holistic Planning held 118,372 shares of Schwab Government Money Market ETF worth $11.9M as of Q1 2026.
  • Holistic Planning sold 26,168 Schwab Government Money Market ETF shares in Q1 2026, an estimated $2.63M.
  • Schwab Government Money Market ETF made up 2.38% of Holistic Planning's portfolio in Q1 2026, its #8 holding.
  • Holistic Planning first reported a position in Schwab Government Money Market ETF in Q3 2025 and has held it in 3 quarters since.
  • Holistic Planning's Schwab Government Money Market ETF position peaked at $14.5M in Q4 2025.
  • 64 funds tracked by Wall St. Rank held Schwab Government Money Market ETF as of Q1 2026.

Based on Holistic Planning's 13F filing for Q1 2026, filed 4 May 2026.