Perspective Wealth Advisors’s Schwab Government Money Market ETF SGVT Stock Holding History

Perspective Wealth Advisors’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	$1.55M	Buy	+15,362	New	+$1.55M	0.85%	29

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

Perspective Wealth Advisors's SGVT Position: Q2 2026 in Review

Perspective Wealth Advisors opened a new position in Schwab Government Money Market ETF (SGVT) in Q2 2026: 15,362 shares worth $1.55M. The stake represents 0.85% of the portfolio and ranks #29 among its holdings.

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

Perspective Wealth Advisors held 15,362 shares of Schwab Government Money Market ETF worth $1.55M as of Q2 2026.
Schwab Government Money Market ETF was a new Perspective Wealth Advisors position in Q2 2026.
Schwab Government Money Market ETF made up 0.85% of Perspective Wealth Advisors's portfolio in Q2 2026, its #29 holding.
82 funds tracked by Wall St. Rank held Schwab Government Money Market ETF as of Q2 2026.

Based on Perspective Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.