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United Capital Financial Advisors’s Schwab Government Money Market ETF SGVT Stock Holding History

United Capital Financial Advisors’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 		$605K Buy
6,011
+49
+0.8% +$4.93K ﹤0.01% 1018
2026
Q1 		$600K Buy
+5,962
New +$600K ﹤0.01% 977

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

United Capital Financial Advisors's SGVT Position: Q2 2026 in Review

United Capital Financial Advisors increased its Schwab Government Money Market ETF (SGVT) stake by 0.82% in Q2 2026, buying an estimated $4.93K and bringing the position to 6,011 shares worth $605K. The position accounts for ﹤0.01% of the portfolio, ranked #1018.

United Capital Financial Advisors first reported a position in SGVT in Q1 2026 and has held it in 2 quarters since. 81 funds tracked by Wall St. Rank hold SGVT as of Q2 2026.

  • United Capital Financial Advisors held 6,011 shares of Schwab Government Money Market ETF worth $605K as of Q2 2026.
  • United Capital Financial Advisors bought 49 Schwab Government Money Market ETF shares in Q2 2026, an estimated $4.93K.
  • Schwab Government Money Market ETF made up ﹤0.01% of United Capital Financial Advisors's portfolio in Q2 2026, its #1018 holding.
  • United Capital Financial Advisors first reported a position in Schwab Government Money Market ETF in Q1 2026 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 Capital Financial Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.