SA
SGVT

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

Sanctuary 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 		$1.02M Buy
10,126
+7,815
+338% +$786K 0.01% 1325
2025
Q4 		$232K Buy
2,311
+54
+2% +$5.43K ﹤0.01% 2192
2025
Q3 		$227K Buy
+2,257
New +$227K ﹤0.01% 2188

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 $1.3B AUM 20.31% 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 $189M AUM 19.77% 1-Year Est. Return
MWM
Moulton Wealth Management Spokane, Washington $152M AUM 21.14% 1-Year Est. Return

Sanctuary Advisors's SGVT Position: Q1 2026 in Review

Sanctuary Advisors increased its Schwab Government Money Market ETF (SGVT) stake by 338% in Q1 2026, buying an estimated $786K and bringing the position to 10,126 shares worth $1.02M. The position accounts for 0.01% of the portfolio, ranked #1325.

Sanctuary 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.

  • Sanctuary Advisors held 10,126 shares of Schwab Government Money Market ETF worth $1.02M as of Q1 2026.
  • Sanctuary Advisors bought 7,815 Schwab Government Money Market ETF shares in Q1 2026, an estimated $786K.
  • Schwab Government Money Market ETF made up 0.01% of Sanctuary Advisors's portfolio in Q1 2026, its #1325 holding.
  • Sanctuary 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 Sanctuary Advisors's 13F filing for Q1 2026, filed 5 May 2026.