SLWM
SGVT

Stone Loft Wealth Management’s Schwab Government Money Market ETF SGVT Stock Holding History

Stone Loft Wealth Management’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 		$1.27M Sell
12,648
-690
-5% -$69.4K 0.72% 18
2026
Q1 		$1.34M Sell
13,338
-12,491
-48% -$1.26M 0.96% 16
2025
Q4 		$2.6M Buy
+25,829
New +$2.6M 2.44% 9

Other funds holding SGVT

SC
Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return
AO
Advisor OS Chicago, Illinois $1.5B AUM 21.75% 1-Year Est. Return
MA
MJP Associates Farmington, Connecticut $914M AUM 20.8% 1-Year Est. Return
CCFM
Clear Creek Financial Management Silverdale, Washington $1.56B AUM 31.02% 1-Year Est. Return
HP
Holistic Planning Nacogdoches, Texas $643M AUM 18.84% 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
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
FWA
Fulcrum Wealth Advisors Bellevue, Washington $131M AUM
BFG
Bleakley Financial Group Fairfield, New Jersey $7.85B AUM 31.48% 1-Year Est. Return

Stone Loft Wealth Management's SGVT Position: Q2 2026 in Review

Stone Loft Wealth Management reduced its Schwab Government Money Market ETF (SGVT) stake by 5.2% in Q2 2026, selling an estimated $69.4K and leaving 12,648 shares worth $1.27M. The position accounts for 0.72% of the portfolio, ranked #18.

Stone Loft Wealth Management first reported a position in SGVT in Q4 2025 and has held it in 3 quarters since. The position peaked at $2.6M in Q4 2025. 82 funds tracked by Wall St. Rank hold SGVT as of Q2 2026.

  • Stone Loft Wealth Management held 12,648 shares of Schwab Government Money Market ETF worth $1.27M as of Q2 2026.
  • Stone Loft Wealth Management sold 690 Schwab Government Money Market ETF shares in Q2 2026, an estimated $69.4K.
  • Schwab Government Money Market ETF made up 0.72% of Stone Loft Wealth Management's portfolio in Q2 2026, its #18 holding.
  • Stone Loft Wealth Management first reported a position in Schwab Government Money Market ETF in Q4 2025 and has held it in 3 quarters since.
  • Stone Loft Wealth Management's Schwab Government Money Market ETF position peaked at $2.6M in Q4 2025.
  • 82 funds tracked by Wall St. Rank held Schwab Government Money Market ETF as of Q2 2026.

Based on Stone Loft Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.