RBFC
SGVT

Roman Butler Fullerton & Co’s Schwab Government Money Market ETF SGVT Stock Holding History

Roman Butler Fullerton & Co’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
2025
Q4 		– Sell
-5,148
Closed -$518K – 284
2025
Q3 		$518K Buy
+5,148
New +$517K 0.14% 153

Other funds holding SGVT

NBWM
North Berkeley Wealth Management Berkeley, California $189M AUM 19.77% 1-Year Est. Return
HP
Holistic Planning Nacogdoches, Texas $502M AUM 14.52% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $20.7B AUM 19.76% 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
WIM
WealthPlan Investment Management Omaha, Nebraska $1.79B AUM 17.59% 1-Year Est. Return
EMAM
Encompass More Asset Management Danville, California $687M AUM 25.06% 1-Year Est. Return
MOS
MGO One Seven Beachwood, Ohio $4.98B AUM 22.72% 1-Year Est. Return
SLWM
Stone Loft Wealth Management West Chester, Pennsylvania $140M AUM

Roman Butler Fullerton & Co's SGVT Position: Q4 2025 in Review

Roman Butler Fullerton & Co sold out of Schwab Government Money Market ETF (SGVT) in Q4 2025, closing a stake of 5,148 shares — an estimated $518K sold.

Roman Butler Fullerton & Co first reported a position in SGVT in Q3 2025 and held it in 1 quarter. The position peaked at $518K in Q3 2025. 44 funds tracked by Wall St. Rank hold SGVT as of Q4 2025.

  • Roman Butler Fullerton & Co reported no remaining Schwab Government Money Market ETF position as of Q4 2025 after selling out during the quarter.
  • Roman Butler Fullerton & Co sold 5,148 Schwab Government Money Market ETF shares in Q4 2025, an estimated $518K.
  • Roman Butler Fullerton & Co first reported a position in Schwab Government Money Market ETF in Q3 2025 and held it in 1 quarter.
  • Roman Butler Fullerton & Co's Schwab Government Money Market ETF position peaked at $518K in Q3 2025.
  • 44 funds tracked by Wall St. Rank held Schwab Government Money Market ETF as of Q4 2025.

Based on Roman Butler Fullerton & Co's 13F filing for Q4 2025, filed 26 Jan 2026.