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

United Advisor 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 		$405K Buy
+4,022
New +$405K 0.04% 360
2026
Q1 		– Sell
-2,395
Closed -$241K – 543
2025
Q4 		$241K Buy
+2,395
New +$241K 0.03% 430

Other funds holding SGVT

Savant Capital
Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return
Advisor OS
Advisor OS Chicago, Illinois $1.5B AUM 21.75% 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 $643M AUM 18.84% 1-Year Est. Return
Addison Capital
Addison Capital Conshohocken, Pennsylvania $610M AUM 17.84% 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

United Advisor Group's SGVT Position: Q2 2026 in Review

United Advisor Group opened a new position in Schwab Government Money Market ETF (SGVT) in Q2 2026: 4,022 shares worth $405K. The stake represents 0.04% of the portfolio and ranks #360 among its holdings. This is a return to the name: United Advisor Group previously reported a position in SGVT as recently as Q4 2025.

United Advisor Group first reported a position in SGVT in Q4 2025 and has held it in 2 quarters since. 81 funds tracked by Wall St. Rank hold SGVT as of Q2 2026.

  • United Advisor Group held 4,022 shares of Schwab Government Money Market ETF worth $405K as of Q2 2026.
  • Schwab Government Money Market ETF was a new United Advisor Group position in Q2 2026.
  • Schwab Government Money Market ETF made up 0.04% of United Advisor Group's portfolio in Q2 2026, its #360 holding.
  • United Advisor Group first reported a position in Schwab Government Money Market ETF in Q4 2025 and has held it in 2 quarters since.
  • 81 funds tracked by Wall St. Rank held Schwab Government Money Market ETF as of Q2 2026.

Based on United Advisor Group's 13F filing for Q2 2026, filed 29 Jul 2026.