PCS
SGVT

Private Client Services’s Schwab Government Money Market ETF SGVT Stock Holding History

Private Client Services’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 		$960K Buy
9,527
+6,547
+220% +$659K 0.25% 80
2026
Q1 		$300K Buy
+2,980
New +$300K 0.09% 159

Other funds holding SGVT

CCFM
Clear Creek Financial Management Silverdale, Washington $1.56B AUM 31.02% 1-Year Est. Return
FWA
Fulcrum Wealth Advisors Bellevue, Washington $131M AUM
BAM
Belpointe Asset Management Reno, Nevada $3.06B AUM 23.82% 1-Year Est. Return
LIA
Luken Investment Analytics Brentwood, Tennessee $286M AUM 17.34% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
SLWM
Stone Loft Wealth Management West Chester, Pennsylvania $176M AUM
MWM
Mascagni Wealth Management Clinton, Mississippi $161M AUM 26.58% 1-Year Est. Return
WAM
Worth Asset Management Dallas, Texas $313M AUM 37.93% 1-Year Est. Return
WIM
WealthPlan Investment Management Omaha, Nebraska $2.01B AUM 27.28% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Private Client Services's SGVT Position: Q2 2026 in Review

Private Client Services increased its Schwab Government Money Market ETF (SGVT) stake by 220% in Q2 2026, buying an estimated $659K and bringing the position to 9,527 shares worth $960K. The position accounts for 0.25% of the portfolio, ranked #80.

Private Client Services first reported a position in SGVT in Q1 2026 and has held it in 2 quarters since. 35 funds tracked by Wall St. Rank hold SGVT as of Q2 2026.

  • Private Client Services held 9,527 shares of Schwab Government Money Market ETF worth $960K as of Q2 2026.
  • Private Client Services bought 6,547 Schwab Government Money Market ETF shares in Q2 2026, an estimated $659K.
  • Schwab Government Money Market ETF made up 0.25% of Private Client Services's portfolio in Q2 2026, its #80 holding.
  • Private Client Services first reported a position in Schwab Government Money Market ETF in Q1 2026 and has held it in 2 quarters since.
  • 35 funds tracked by Wall St. Rank held Schwab Government Money Market ETF as of Q2 2026.

Based on Private Client Services's 13F filing for Q2 2026, filed 6 Jul 2026.