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

UBS 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
2026
Q2 		$10.1K Buy
+100
New +$10.1K ﹤0.01% 8565
2026
Q1 		– Sell
-13,051
Closed -$1.31M – 11614
2025
Q4 		$1.31M Buy
13,051
+12,877
+7,401% +$1.29M ﹤0.01% 5347
2025
Q3 		$17.5K Buy
+174
New +$17.5K ﹤0.01% 8244

Other funds holding SGVT

Savant Capital
Savant Capital Rockford, Illinois $35B AUM 15.18% 1-Year Est. Return
Advisor OS
Advisor OS Chicago, Illinois $1.52B AUM 15.68% 1-Year Est. Return
MJP Associates
MJP Associates Farmington, Connecticut $914M AUM 20.8% 1-Year Est. Return
Clear Creek Financial Management
Clear Creek Financial Management Silverdale, Washington $1.33B AUM 22.52% 1-Year Est. Return
Holistic Planning
Holistic Planning Nacogdoches, Texas $718M AUM 13.66% 1-Year Est. Return
Addison Capital
Addison Capital Conshohocken, Pennsylvania $447M AUM 12.2% 1-Year Est. Return
Tower Research Capital (TRC)
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
Fulcrum Wealth Advisors
Fulcrum Wealth Advisors Bellevue, Washington $144M AUM 21.17% 1-Year Est. Return
Bleakley Financial Group
Bleakley Financial Group Fairfield, New Jersey $7.85B AUM 31.48% 1-Year Est. Return

UBS Group's SGVT Position: Q2 2026 in Review

UBS Group opened a new position in Schwab Government Money Market ETF (SGVT) in Q2 2026: 100 shares worth $10.1K. The stake represents ﹤0.01% of the portfolio and ranks #8565 among its holdings. This is a return to the name: UBS Group previously reported a position in SGVT as recently as Q4 2025.

UBS Group first reported a position in SGVT in Q3 2025 and has held it in 3 quarters since. The position peaked at $1.31M in Q4 2025. 81 funds tracked by Wall St. Rank hold SGVT as of Q2 2026.

  • UBS Group held 100 shares of Schwab Government Money Market ETF worth $10.1K as of Q2 2026.
  • Schwab Government Money Market ETF was a new UBS Group position in Q2 2026.
  • Schwab Government Money Market ETF made up ﹤0.01% of UBS Group's portfolio in Q2 2026, its #8565 holding.
  • UBS Group first reported a position in Schwab Government Money Market ETF in Q3 2025 and has held it in 3 quarters since.
  • UBS Group's Schwab Government Money Market ETF position peaked at $1.31M in Q4 2025.
  • 81 funds tracked by Wall St. Rank held Schwab Government Money Market ETF as of Q2 2026.

Based on UBS Group's 13F filing for Q2 2026, filed 13 Aug 2026.