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
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

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 $1.56B AUM 31.02% 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
NBWM
North Berkeley Wealth Management Berkeley, California $247M AUM 30.06% 1-Year Est. Return
MWM
Moulton Wealth Management Spokane, Washington $152M AUM 21.14% 1-Year Est. Return

Osaic Holdings's SGVT Position: Q1 2026 in Review

Osaic Holdings reduced its Schwab Government Money Market ETF (SGVT) stake by 34% in Q1 2026, selling an estimated $32.6K and leaving 628 shares worth $63.2K. The position accounts for ﹤0.01% of the portfolio, ranked #5031.

Osaic Holdings first reported a position in SGVT in Q3 2025 and has held it in 3 quarters since. The position peaked at $95.7K in Q4 2025. 64 funds tracked by Wall St. Rank hold SGVT as of Q1 2026.

  • Osaic Holdings held 628 shares of Schwab Government Money Market ETF worth $63.2K as of Q1 2026.
  • Osaic Holdings sold 324 Schwab Government Money Market ETF shares in Q1 2026, an estimated $32.6K.
  • Schwab Government Money Market ETF made up ﹤0.01% of Osaic Holdings's portfolio in Q1 2026, its #5031 holding.
  • Osaic Holdings first reported a position in Schwab Government Money Market ETF in Q3 2025 and has held it in 3 quarters since.
  • Osaic Holdings's Schwab Government Money Market ETF position peaked at $95.7K in Q4 2025.
  • 64 funds tracked by Wall St. Rank held Schwab Government Money Market ETF as of Q1 2026.

Based on Osaic Holdings's 13F filing for Q1 2026, filed 15 May 2026.