Savant Capital
SGVT icon

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
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

Advisor OS
Advisor OS Chicago, Illinois $1.5B AUM 21.75% 1-Year Est. Return
MJP Associates
MJP Associates Farmington, Connecticut $914M AUM 20.8% 1-Year Est. Return
Clear Creek Financial Management
Clear Creek Financial Management Silverdale, Washington $1.33B AUM 22.52% 1-Year Est. Return
Holistic Planning
Holistic Planning Nacogdoches, Texas $643M AUM 18.84% 1-Year Est. Return
Addison Capital
Addison Capital Conshohocken, Pennsylvania $610M AUM 17.84% 1-Year Est. Return
Tower Research Capital (TRC)
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
Fulcrum Wealth Advisors
Fulcrum Wealth Advisors Bellevue, Washington $144M AUM 21.17% 1-Year Est. Return
Bleakley Financial Group
Bleakley Financial Group Fairfield, New Jersey $7.85B AUM 31.48% 1-Year Est. Return
Belpointe Asset Management
Belpointe Asset Management Reno, Nevada $3.06B AUM 23.82% 1-Year Est. Return

Savant Capital's SGVT Position: Q2 2026 in Review

Savant Capital increased its Schwab Government Money Market ETF (SGVT) stake by 111% in Q2 2026, buying an estimated $9.33M and bringing the position to 176,019 shares worth $17.7M. The position accounts for 0.05% of the portfolio, ranked #206.

Savant Capital 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.

  • Savant Capital held 176,019 shares of Schwab Government Money Market ETF worth $17.7M as of Q2 2026.
  • Savant Capital bought 92,716 Schwab Government Money Market ETF shares in Q2 2026, an estimated $9.33M.
  • Schwab Government Money Market ETF made up 0.05% of Savant Capital's portfolio in Q2 2026, its #206 holding.
  • Savant Capital 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 Savant Capital's 13F filing for Q2 2026, filed 10 Aug 2026.