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
Q2 		– Sell
-49,478
Closed -$4.98M – 81
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

SC
Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return
AO
Advisor OS Chicago, Illinois $1.5B AUM 21.75% 1-Year Est. Return
MA
MJP Associates Farmington, Connecticut $914M AUM 20.8% 1-Year Est. Return
CCFM
Clear Creek Financial Management Silverdale, Washington $1.56B AUM 31.02% 1-Year Est. Return
HP
Holistic Planning Nacogdoches, Texas $643M AUM 18.84% 1-Year Est. Return
AC
Addison Capital Conshohocken, Pennsylvania $610M AUM 17.84% 1-Year Est. Return
TRCT
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
FWA
Fulcrum Wealth Advisors Bellevue, Washington $131M AUM
BFG
Bleakley Financial Group Fairfield, New Jersey $7.85B AUM 31.48% 1-Year Est. Return

North Berkeley Wealth Management's SGVT Position: Q2 2026 in Review

North Berkeley Wealth Management sold out of Schwab Government Money Market ETF (SGVT) in Q2 2026, closing a stake of 49,478 shares — an estimated $4.98M sold.

North Berkeley Wealth Management first reported a position in SGVT in Q4 2025 and held it in 2 quarters. The position peaked at $22.6M in Q4 2025. 82 funds tracked by Wall St. Rank hold SGVT as of Q2 2026.

  • North Berkeley Wealth Management reported no remaining Schwab Government Money Market ETF position as of Q2 2026 after selling out during the quarter.
  • North Berkeley Wealth Management sold 49,478 Schwab Government Money Market ETF shares in Q2 2026, an estimated $4.98M.
  • North Berkeley Wealth Management first reported a position in Schwab Government Money Market ETF in Q4 2025 and held it in 2 quarters.
  • North Berkeley Wealth Management's Schwab Government Money Market ETF position peaked at $22.6M in Q4 2025.
  • 82 funds tracked by Wall St. Rank held Schwab Government Money Market ETF as of Q2 2026.

Based on North Berkeley Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.