PFA
SGVT icon

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
Q2 		$755K Hold
7,497
– – 0.32% 56
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

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

Pinnacle Family Advisors's SGVT Position: Q2 2026 in Review

Pinnacle Family Advisors held its Schwab Government Money Market ETF (SGVT) position steady in Q2 2026 at 7,497 shares worth $755K. The position accounts for 0.32% of the portfolio, ranked #56.

Pinnacle Family Advisors first reported a position in SGVT in Q3 2025 and has held it in 4 quarters since. 81 funds tracked by Wall St. Rank hold SGVT as of Q2 2026.

  • Pinnacle Family Advisors held 7,497 shares of Schwab Government Money Market ETF worth $755K as of Q2 2026.
  • Pinnacle Family Advisors left its Schwab Government Money Market ETF share count unchanged in Q2 2026.
  • Schwab Government Money Market ETF made up 0.32% of Pinnacle Family Advisors's portfolio in Q2 2026, its #56 holding.
  • Pinnacle Family Advisors first reported a position in Schwab Government Money Market ETF in Q3 2025 and has held it in 4 quarters since.
  • 81 funds tracked by Wall St. Rank held Schwab Government Money Market ETF as of Q2 2026.

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