Osaic Holdings
SGVT

Osaic Holdings’s Schwab Government Money Market ETF SGVT Stock Holding History

Osaic Holdings’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 		$65.5K Buy
650
+22
+4% +$2.21K ﹤0.01% 5274
2026
Q1 		$63.2K Sell
628
-324
-34% -$32.6K ﹤0.01% 5031
2025
Q4 		$95.7K Buy
952
+300
+46% +$30.2K ﹤0.01% 4748
2025
Q3 		$65.6K Buy
+652
New +$65.4K ﹤0.01% 5118

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

Osaic Holdings's SGVT Position: Q2 2026 in Review

Osaic Holdings increased its Schwab Government Money Market ETF (SGVT) stake by 3.5% in Q2 2026, buying an estimated $2.21K and bringing the position to 650 shares worth $65.5K. The position accounts for ﹤0.01% of the portfolio, ranked #5274.

Osaic Holdings first reported a position in SGVT in Q3 2025 and has held it in 4 quarters since. The position peaked at $95.7K in Q4 2025. 81 funds tracked by Wall St. Rank hold SGVT as of Q2 2026.

  • Osaic Holdings held 650 shares of Schwab Government Money Market ETF worth $65.5K as of Q2 2026.
  • Osaic Holdings bought 22 Schwab Government Money Market ETF shares in Q2 2026, an estimated $2.21K.
  • Schwab Government Money Market ETF made up ﹤0.01% of Osaic Holdings's portfolio in Q2 2026, its #5274 holding.
  • Osaic Holdings first reported a position in Schwab Government Money Market ETF in Q3 2025 and has held it in 4 quarters since.
  • Osaic Holdings's Schwab Government Money Market ETF position peaked at $95.7K in Q4 2025.
  • 81 funds tracked by Wall St. Rank held Schwab Government Money Market ETF as of Q2 2026.

Based on Osaic Holdings's 13F filing for Q2 2026, filed 14 Aug 2026.