SSWM
SGVT

Strait & Sound Wealth Management’s Schwab Government Money Market ETF SGVT Stock Holding History

Strait & Sound 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 		$363K Buy
+3,603
New +$363K 0.13% 114

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

Strait & Sound Wealth Management's SGVT Position: Q2 2026 in Review

Strait & Sound Wealth Management opened a new position in Schwab Government Money Market ETF (SGVT) in Q2 2026: 3,603 shares worth $363K. The stake represents 0.13% of the portfolio and ranks #114 among its holdings.

82 funds tracked by Wall St. Rank hold SGVT as of Q2 2026.

  • Strait & Sound Wealth Management held 3,603 shares of Schwab Government Money Market ETF worth $363K as of Q2 2026.
  • Schwab Government Money Market ETF was a new Strait & Sound Wealth Management position in Q2 2026.
  • Schwab Government Money Market ETF made up 0.13% of Strait & Sound Wealth Management's portfolio in Q2 2026, its #114 holding.
  • 82 funds tracked by Wall St. Rank held Schwab Government Money Market ETF as of Q2 2026.

Based on Strait & Sound Wealth Management's 13F filing for Q2 2026, filed 18 Aug 2026.