MJP Associates’s Schwab Government Money Market ETF SGVT Stock Holding History

MJP Associates’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	$17M	Buy	+169,162	New	+$17M	2.07%	13

Other funds holding SGVT

Advisor OS Chicago, Illinois $1.38B AUM 16.6% 1-Year Est. Return

Holistic Planning Nacogdoches, Texas $501M AUM 14.52% 1-Year Est. Return

Calton & Associates Tampa, Florida $696M AUM 18.3% 1-Year Est. Return

Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return

Clear Creek Financial Management Silverdale, Washington $1.3B AUM 20.31% 1-Year Est. Return

Addison Capital Conshohocken, Pennsylvania $562M AUM 18.57% 1-Year Est. Return

Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return

North Berkeley Wealth Management Berkeley, California $189M AUM 19.77% 1-Year Est. Return

Moulton Wealth Management Spokane, Washington $152M AUM 21.14% 1-Year Est. Return

Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return