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
Q2 		$9.72M Sell
96,513
-21,859
-18% -$2.2M 1.51% 12
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

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
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
BAM
Belpointe Asset Management Reno, Nevada $3.06B AUM 23.82% 1-Year Est. Return

Holistic Planning's SGVT Position: Q2 2026 in Review

Holistic Planning reduced its Schwab Government Money Market ETF (SGVT) stake by 18% in Q2 2026, selling an estimated $2.2M and leaving 96,513 shares worth $9.72M. The position accounts for 1.51% of the portfolio, ranked #12.

Holistic Planning first reported a position in SGVT in Q3 2025 and has held it in 4 quarters since. The position peaked at $14.5M in Q4 2025. 82 funds tracked by Wall St. Rank hold SGVT as of Q2 2026.

  • Holistic Planning held 96,513 shares of Schwab Government Money Market ETF worth $9.72M as of Q2 2026.
  • Holistic Planning sold 21,859 Schwab Government Money Market ETF shares in Q2 2026, an estimated $2.2M.
  • Schwab Government Money Market ETF made up 1.51% of Holistic Planning's portfolio in Q2 2026, its #12 holding.
  • Holistic Planning first reported a position in Schwab Government Money Market ETF in Q3 2025 and has held it in 4 quarters since.
  • Holistic Planning's Schwab Government Money Market ETF position peaked at $14.5M in Q4 2025.
  • 82 funds tracked by Wall St. Rank held Schwab Government Money Market ETF as of Q2 2026.

Based on Holistic Planning's 13F filing for Q2 2026, filed 10 Aug 2026.