NBWM
SGVT

North Berkeley Wealth Management’s Schwab Government Money Market ETF SGVT Stock Holding History

North Berkeley Wealth 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
Q1 		$4.98M Sell
49,478
-175,109
-78% -$17.6M 2.63% 15
2025
Q4 		$22.6M Buy
+224,587
New +$22.6M 13.31% 1

Other funds holding SGVT

AO
Advisor OS Chicago, Illinois $1.38B AUM 16.6% 1-Year Est. Return
MA
MJP Associates Farmington, Connecticut $824M AUM 14.86% 1-Year Est. Return
HP
Holistic Planning Nacogdoches, Texas $502M AUM 14.52% 1-Year Est. Return
CA
Calton & Associates Tampa, Florida $696M AUM 18.3% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return
CCFM
Clear Creek Financial Management Silverdale, Washington $1.3B AUM 20.31% 1-Year Est. Return
AC
Addison Capital Conshohocken, Pennsylvania $562M AUM 18.57% 1-Year Est. Return
TRCT
Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return
MWM
Moulton Wealth Management Spokane, Washington $152M AUM 21.14% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

North Berkeley Wealth Management's SGVT Position: Q1 2026 in Review

North Berkeley Wealth Management reduced its Schwab Government Money Market ETF (SGVT) stake by 78% in Q1 2026, selling an estimated $17.6M and leaving 49,478 shares worth $4.98M. The position accounts for 2.63% of the portfolio, ranked #15.

North Berkeley Wealth Management first reported a position in SGVT in Q4 2025 and has held it in 2 quarters since. The position peaked at $22.6M in Q4 2025. 64 funds tracked by Wall St. Rank hold SGVT as of Q1 2026.

  • North Berkeley Wealth Management held 49,478 shares of Schwab Government Money Market ETF worth $4.98M as of Q1 2026.
  • North Berkeley Wealth Management sold 175,109 Schwab Government Money Market ETF shares in Q1 2026, an estimated $17.6M.
  • Schwab Government Money Market ETF made up 2.63% of North Berkeley Wealth Management's portfolio in Q1 2026, its #15 holding.
  • North Berkeley Wealth Management first reported a position in Schwab Government Money Market ETF in Q4 2025 and has held it in 2 quarters since.
  • North Berkeley Wealth Management's Schwab Government Money Market ETF position peaked at $22.6M in Q4 2025.
  • 64 funds tracked by Wall St. Rank held Schwab Government Money Market ETF as of Q1 2026.

Based on North Berkeley Wealth Management's 13F filing for Q1 2026, filed 15 May 2026.