Integrated Wealth Concepts’s Schwab Government Money Market ETF SGVT Stock Holding History

Integrated Wealth Concepts’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	$63.1K	Buy	+626	New	+$63K	﹤0.01%	3174

Other funds holding SGVT

Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return

Advisor OS Chicago, Illinois $1.5B AUM 21.75% 1-Year Est. Return

MJP Associates Farmington, Connecticut $914M AUM 20.8% 1-Year Est. Return

Clear Creek Financial Management Silverdale, Washington $1.56B AUM 31.02% 1-Year Est. Return

Holistic Planning Nacogdoches, Texas $643M AUM 18.84% 1-Year Est. Return

Addison Capital Conshohocken, Pennsylvania $610M AUM 17.84% 1-Year Est. Return

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

Fulcrum Wealth Advisors Bellevue, Washington $131M AUM

Bleakley Financial Group Fairfield, New Jersey $7.85B AUM 31.48% 1-Year Est. Return

Integrated Wealth Concepts's SGVT Position: Q2 2026 in Review

Integrated Wealth Concepts opened a new position in Schwab Government Money Market ETF (SGVT) in Q2 2026: 626 shares worth $63.1K. The stake represents ﹤0.01% of the portfolio and ranks #3174 among its holdings.

82 funds tracked by Wall St. Rank hold SGVT as of Q2 2026.

Integrated Wealth Concepts held 626 shares of Schwab Government Money Market ETF worth $63.1K as of Q2 2026.
Schwab Government Money Market ETF was a new Integrated Wealth Concepts position in Q2 2026.
Schwab Government Money Market ETF made up ﹤0.01% of Integrated Wealth Concepts's portfolio in Q2 2026, its #3174 holding.
82 funds tracked by Wall St. Rank held Schwab Government Money Market ETF as of Q2 2026.

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