SC
SGVT

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
Q1 		$8.39M Sell
83,303
-11,778
-12% -$1.18M 0.04% 208
2025
Q4 		$9.55M 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

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
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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Savant Capital's SGVT Position: Q1 2026 in Review

Savant Capital reduced its Schwab Government Money Market ETF (SGVT) stake by 12% in Q1 2026, selling an estimated $1.18M and leaving 83,303 shares worth $8.39M. The position accounts for 0.04% of the portfolio, ranked #208.

Savant Capital first reported a position in SGVT in Q3 2025 and has held it in 3 quarters since. The position peaked at $9.55M in Q4 2025. 64 funds tracked by Wall St. Rank hold SGVT as of Q1 2026.

  • Savant Capital held 83,303 shares of Schwab Government Money Market ETF worth $8.39M as of Q1 2026.
  • Savant Capital sold 11,778 Schwab Government Money Market ETF shares in Q1 2026, an estimated $1.18M.
  • Schwab Government Money Market ETF made up 0.04% of Savant Capital's portfolio in Q1 2026, its #208 holding.
  • Savant Capital first reported a position in Schwab Government Money Market ETF in Q3 2025 and has held it in 3 quarters since.
  • Savant Capital's Schwab Government Money Market ETF position peaked at $9.55M in Q4 2025.
  • 64 funds tracked by Wall St. Rank held Schwab Government Money Market ETF as of Q1 2026.

Based on Savant Capital's 13F filing for Q1 2026, filed 4 May 2026.