SXL
SGVT

Summit X LLC’s Schwab Government Money Market ETF SGVT Stock Holding History

Summit X LLC’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
Q3 		– Sell
-2,726
Closed -$273K – 255
2025
Q2 		$273K Buy
+2,726
New +$273K 0.05% 202

Other funds holding SGVT

EMAM
Encompass More Asset Management Danville, California $687M AUM 25.06% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return
MOS
MGO One Seven Beachwood, Ohio $6.06B AUM 28.9% 1-Year Est. Return
HP
Holistic Planning Nacogdoches, Texas $502M AUM 14.52% 1-Year Est. Return
CA
Crumly & Associates Springfield, Illinois $522M AUM 19.86% 1-Year Est. Return
LIA
Luken Investment Analytics Brentwood, Tennessee $286M AUM 17.34% 1-Year Est. Return
SIG
Spinnaker Investment Group Newport Beach, California $624M AUM 17.54% 1-Year Est. Return
ML
McAdam LLC Philadelphia, Pennsylvania $2.22B AUM 16.98% 1-Year Est. Return
AWM
Able Wealth Management Toms River, New Jersey $436M AUM 18.5% 1-Year Est. Return

Summit X LLC's SGVT Position: Q3 2025 in Review

Summit X LLC sold out of Schwab Government Money Market ETF (SGVT) in Q3 2025, closing a stake of 2,726 shares — an estimated $273K sold.

Summit X LLC first reported a position in SGVT in Q2 2025 and held it in 1 quarter. The position peaked at $273K in Q2 2025. 30 funds tracked by Wall St. Rank hold SGVT as of Q3 2025.

  • Summit X LLC reported no remaining Schwab Government Money Market ETF position as of Q3 2025 after selling out during the quarter.
  • Summit X LLC sold 2,726 Schwab Government Money Market ETF shares in Q3 2025, an estimated $273K.
  • Summit X LLC first reported a position in Schwab Government Money Market ETF in Q2 2025 and held it in 1 quarter.
  • Summit X LLC's Schwab Government Money Market ETF position peaked at $273K in Q2 2025.
  • 30 funds tracked by Wall St. Rank held Schwab Government Money Market ETF as of Q3 2025.

Based on Summit X LLC's 13F filing for Q3 2025.