Savant Capital’s Schwab Government Money Market ETF SGVT Stock Holding History

Savant Capital’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 Q3	$15.6M	Sell	154,459 -21,560	-12%	-$2.17M	0.04%	259
2026 Q2	$17.7M	Buy	176,019 +92,716	+111%	+$9.33M	0.05%	206
2026 Q1	$8.39M	Sell	83,303 -11,778	-12%	-$1.18M	0.04%	208
2025 Q4	$9.6M	Buy	95,081 +61,315	+182%	+$6.16M	0.05%	181
2025 Q3	$3.4M	Buy	+33,766	New	+$3.39M	0.02%	290

Other funds holding SGVT

Larson Financial Group St Louis, Missouri $4.11B AUM 23.62% 1-Year Est. Return

Clear Creek Financial Management Silverdale, Washington $1.33B AUM 22.52% 1-Year Est. Return

Advisor OS Chicago, Illinois $1.52B AUM 15.68% 1-Year Est. Return

Holistic Planning Nacogdoches, Texas $718M AUM 13.66% 1-Year Est. Return

Fulcrum Wealth Advisors Bellevue, Washington $144M AUM 21.17% 1-Year Est. Return

WPG Advisers Baltimore, Maryland $184M AUM 16.93% 1-Year Est. Return

FCG Investment Company Germantown, Tennessee $304M AUM

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Luken Investment Analytics Brentwood, Tennessee $290M AUM 10.79% 1-Year Est. Return

Diversify Advisory Services Sandy, Utah $6.69B AUM 18.85% 1-Year Est. Return

Savant Capital's SGVT Position: Q3 2026 in Review

Savant Capital reduced its Schwab Government Money Market ETF (SGVT) stake by 12% in Q3 2026, selling an estimated $2.17M and leaving 154,459 shares worth $15.6M. The position accounts for 0.04% of the portfolio, ranked #259.

Savant Capital first reported a position in SGVT in Q3 2025 and has held it in 5 quarters since. The position peaked at $17.7M in Q2 2026. 59 funds tracked by Wall St. Rank hold SGVT as of Q3 2026.

Savant Capital held 154,459 shares of Schwab Government Money Market ETF worth $15.6M as of Q3 2026.
Savant Capital sold 21,560 Schwab Government Money Market ETF shares in Q3 2026, an estimated $2.17M.
Schwab Government Money Market ETF made up 0.04% of Savant Capital's portfolio in Q3 2026, its #259 holding.
Savant Capital first reported a position in Schwab Government Money Market ETF in Q3 2025 and has held it in 5 quarters since.
Savant Capital's Schwab Government Money Market ETF position peaked at $17.7M in Q2 2026.
59 funds tracked by Wall St. Rank held Schwab Government Money Market ETF as of Q3 2026.

Based on Savant Capital's 13F filing for Q3 2026, filed 6 Nov 2026.