PFA
SGVT

Pinnacle Family Advisors’s Schwab Government Money Market ETF SGVT Stock Holding History

Pinnacle Family 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
Q1 		$755K Buy
7,497
+3,510
+88% +$353K 0.35% 48
2025
Q4 		$401K Hold
3,987
– – 0.18% 93
2025
Q3 		$401K Buy
+3,987
New +$400K 0.18% 82

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

Pinnacle Family Advisors's SGVT Position: Q1 2026 in Review

Pinnacle Family Advisors increased its Schwab Government Money Market ETF (SGVT) stake by 88% in Q1 2026, buying an estimated $353K and bringing the position to 7,497 shares worth $755K. The position accounts for 0.35% of the portfolio, ranked #48.

Pinnacle Family Advisors first reported a position in SGVT in Q3 2025 and has held it in 3 quarters since. 64 funds tracked by Wall St. Rank hold SGVT as of Q1 2026.

  • Pinnacle Family Advisors held 7,497 shares of Schwab Government Money Market ETF worth $755K as of Q1 2026.
  • Pinnacle Family Advisors bought 3,510 Schwab Government Money Market ETF shares in Q1 2026, an estimated $353K.
  • Schwab Government Money Market ETF made up 0.35% of Pinnacle Family Advisors's portfolio in Q1 2026, its #48 holding.
  • Pinnacle Family Advisors first reported a position in Schwab Government Money Market ETF in Q3 2025 and has held it in 3 quarters since.
  • 64 funds tracked by Wall St. Rank held Schwab Government Money Market ETF as of Q1 2026.

Based on Pinnacle Family Advisors's 13F filing for Q1 2026, filed 15 May 2026.