JIC
SGVT

Johnson Investment Counsel’s Schwab Government Money Market ETF SGVT Stock Holding History

Johnson Investment Counsel’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 		– Sell
-4,869
Closed -$490K – 867
2026
Q1 		$490K Buy
+4,869
New +$490K ﹤0.01% 588

Other funds holding SGVT

CCFM
Clear Creek Financial Management Silverdale, Washington $1.56B AUM 31.02% 1-Year Est. Return
FWA
Fulcrum Wealth Advisors Bellevue, Washington $131M AUM
BAM
Belpointe Asset Management Reno, Nevada $3.06B AUM 23.82% 1-Year Est. Return
LIA
Luken Investment Analytics Brentwood, Tennessee $286M AUM 17.34% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
SLWM
Stone Loft Wealth Management West Chester, Pennsylvania $176M AUM
MWM
Mascagni Wealth Management Clinton, Mississippi $161M AUM 26.58% 1-Year Est. Return
WAM
Worth Asset Management Dallas, Texas $313M AUM 37.93% 1-Year Est. Return
PCS
Private Client Services Louisville, Kentucky $381M AUM 24.56% 1-Year Est. Return
WIM
WealthPlan Investment Management Omaha, Nebraska $2.01B AUM 27.28% 1-Year Est. Return

Johnson Investment Counsel's SGVT Position: Q2 2026 in Review

Johnson Investment Counsel sold out of Schwab Government Money Market ETF (SGVT) in Q2 2026, closing a stake of 4,869 shares — an estimated $490K sold.

Johnson Investment Counsel first reported a position in SGVT in Q1 2026 and held it in 1 quarter. The position peaked at $490K in Q1 2026. 35 funds tracked by Wall St. Rank hold SGVT as of Q2 2026.

  • Johnson Investment Counsel reported no remaining Schwab Government Money Market ETF position as of Q2 2026 after selling out during the quarter.
  • Johnson Investment Counsel sold 4,869 Schwab Government Money Market ETF shares in Q2 2026, an estimated $490K.
  • Johnson Investment Counsel first reported a position in Schwab Government Money Market ETF in Q1 2026 and held it in 1 quarter.
  • Johnson Investment Counsel's Schwab Government Money Market ETF position peaked at $490K in Q1 2026.
  • 35 funds tracked by Wall St. Rank held Schwab Government Money Market ETF as of Q2 2026.

Based on Johnson Investment Counsel's 13F filing for Q2 2026, filed 23 Jul 2026.