Neumann Capital Management’s Schwab Government Money Market ETF SGVT Stock Holding History

Neumann Capital Management’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	$205K	Buy	+2,030	New	+$204K	0.14%	58

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

Neumann Capital Management's SGVT Position: Q2 2026 in Review

Neumann Capital Management opened a new position in Schwab Government Money Market ETF (SGVT) in Q2 2026: 2,030 shares worth $205K. The stake represents 0.14% of the portfolio and ranks #58 among its holdings.

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

Neumann Capital Management held 2,030 shares of Schwab Government Money Market ETF worth $205K as of Q2 2026.
Schwab Government Money Market ETF was a new Neumann Capital Management position in Q2 2026.
Schwab Government Money Market ETF made up 0.14% of Neumann Capital Management's portfolio in Q2 2026, its #58 holding.
82 funds tracked by Wall St. Rank held Schwab Government Money Market ETF as of Q2 2026.

Based on Neumann Capital Management's 13F filing for Q2 2026, filed 13 Jul 2026.