Insight 2811 Inc’s Schwab Government Money Market ETF SGVT Stock Holding History

Insight 2811 Inc’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	$211K	Buy	+2,094	New	+$211K	0.08%	102

Other funds holding SGVT

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

Quantinno Capital Management New York $106B AUM 29.93% 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

MJP Associates Farmington, Connecticut $948M AUM 15.87% 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

Bleakley Financial Group Fairfield, New Jersey $8.8B AUM 22.37% 1-Year Est. Return

Insight 2811 Inc's SGVT Position: Q3 2026 in Review

Insight 2811 Inc opened a new position in Schwab Government Money Market ETF (SGVT) in Q3 2026: 2,094 shares worth $211K. The stake represents 0.08% of the portfolio and ranks #102 among its holdings.

93 funds tracked by Wall St. Rank hold SGVT as of Q3 2026.

Insight 2811 Inc held 2,094 shares of Schwab Government Money Market ETF worth $211K as of Q3 2026.
Schwab Government Money Market ETF was a new Insight 2811 Inc position in Q3 2026.
Schwab Government Money Market ETF made up 0.08% of Insight 2811 Inc's portfolio in Q3 2026, its #102 holding.
93 funds tracked by Wall St. Rank held Schwab Government Money Market ETF as of Q3 2026.

Based on Insight 2811 Inc's 13F filing for Q3 2026, filed 6 Nov 2026.