SIG
SGVT

Spinnaker Investment Group’s Schwab Government Money Market ETF SGVT Stock Holding History

Spinnaker Investment Group’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
-12,977
Closed -$1.31M – 180
2025
Q3 		$1.31M Buy
+12,977
New +$1.3M 0.25% 31

Other funds holding SGVT

NBWM
North Berkeley Wealth Management Berkeley, California $247M AUM 30.06% 1-Year Est. Return
HP
Holistic Planning Nacogdoches, Texas $643M AUM 18.84% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return
AC
Addison Capital Conshohocken, Pennsylvania $610M AUM 17.84% 1-Year Est. Return
TRCT
Tower Research Capital (TRC) New York $4.08B AUM 58.77% 1-Year Est. Return
WIM
WealthPlan Investment Management Omaha, Nebraska $2.01B AUM 27.28% 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 $6.06B AUM 28.9% 1-Year Est. Return
SLWM
Stone Loft Wealth Management West Chester, Pennsylvania $176M AUM

Spinnaker Investment Group's SGVT Position: Q4 2025 in Review

Spinnaker Investment Group sold out of Schwab Government Money Market ETF (SGVT) in Q4 2025, closing a stake of 12,977 shares — an estimated $1.31M sold.

Spinnaker Investment Group first reported a position in SGVT in Q3 2025 and held it in 1 quarter. The position peaked at $1.31M in Q3 2025. 44 funds tracked by Wall St. Rank hold SGVT as of Q4 2025.

  • Spinnaker Investment Group reported no remaining Schwab Government Money Market ETF position as of Q4 2025 after selling out during the quarter.
  • Spinnaker Investment Group sold 12,977 Schwab Government Money Market ETF shares in Q4 2025, an estimated $1.31M.
  • Spinnaker Investment Group first reported a position in Schwab Government Money Market ETF in Q3 2025 and held it in 1 quarter.
  • Spinnaker Investment Group's Schwab Government Money Market ETF position peaked at $1.31M in Q3 2025.
  • 44 funds tracked by Wall St. Rank held Schwab Government Money Market ETF as of Q4 2025.

Based on Spinnaker Investment Group's 13F filing for Q4 2025, filed 12 Jan 2026.