SGK
SGVT

Steigerwald Gordon & Koch’s Schwab Government Money Market ETF SGVT Stock Holding History

Steigerwald Gordon & Koch’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 		$407 Buy
4
+1
+33% +$101 ﹤0.01% 739
2026
Q1 		$303 Buy
+3
New +$302 ﹤0.01% 753

Other funds holding SGVT

CCFM
Clear Creek Financial Management Silverdale, Washington $1.56B AUM 31.02% 1-Year Est. Return
FWA
Fulcrum Wealth Advisors Bellevue, Washington $131M AUM
BAM
Belpointe Asset Management Reno, Nevada $3.06B AUM 23.82% 1-Year Est. Return
LIA
Luken Investment Analytics Brentwood, Tennessee $286M AUM 17.34% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
SLWM
Stone Loft Wealth Management West Chester, Pennsylvania $176M AUM
MWM
Mascagni Wealth Management Clinton, Mississippi $161M AUM 26.58% 1-Year Est. Return
WAM
Worth Asset Management Dallas, Texas $313M AUM 37.93% 1-Year Est. Return
PCS
Private Client Services Louisville, Kentucky $381M AUM 24.56% 1-Year Est. Return
WIM
WealthPlan Investment Management Omaha, Nebraska $2.01B AUM 27.28% 1-Year Est. Return

Steigerwald Gordon & Koch's SGVT Position: Q2 2026 in Review

Steigerwald Gordon & Koch increased its Schwab Government Money Market ETF (SGVT) stake by 33% in Q2 2026, buying an estimated $101 and bringing the position to 4 shares worth $407. The position accounts for ﹤0.01% of the portfolio, ranked #739.

Steigerwald Gordon & Koch first reported a position in SGVT in Q1 2026 and has held it in 2 quarters since. 35 funds tracked by Wall St. Rank hold SGVT as of Q2 2026.

  • Steigerwald Gordon & Koch held 4 shares of Schwab Government Money Market ETF worth $407 as of Q2 2026.
  • Steigerwald Gordon & Koch bought 1 Schwab Government Money Market ETF share in Q2 2026, an estimated $101.
  • Schwab Government Money Market ETF made up ﹤0.01% of Steigerwald Gordon & Koch's portfolio in Q2 2026, its #739 holding.
  • Steigerwald Gordon & Koch first reported a position in Schwab Government Money Market ETF in Q1 2026 and has held it in 2 quarters since.
  • 35 funds tracked by Wall St. Rank held Schwab Government Money Market ETF as of Q2 2026.

Based on Steigerwald Gordon & Koch's 13F filing for Q2 2026, filed 23 Jul 2026.