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 Q1	$600K	Buy	+5,962	New	+$600K	﹤0.01%	977

Other funds holding SGVT

Advisor OS Chicago, Illinois $1.38B AUM 16.6% 1-Year Est. Return

MJP Associates Farmington, Connecticut $824M AUM 14.86% 1-Year Est. Return

Holistic Planning Nacogdoches, Texas $502M AUM 14.52% 1-Year Est. Return

Calton & Associates Tampa, Florida $696M AUM 18.3% 1-Year Est. Return

Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return

Clear Creek Financial Management Silverdale, Washington $1.56B AUM 31.02% 1-Year Est. Return

Addison Capital Conshohocken, Pennsylvania $562M AUM 18.57% 1-Year Est. Return

Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return

North Berkeley Wealth Management Berkeley, California $247M AUM 30.06% 1-Year Est. Return

Moulton Wealth Management Spokane, Washington $152M AUM 21.14% 1-Year Est. Return

United Capital Financial Advisors's SGVT Position: Q1 2026 in Review

United Capital Financial Advisors opened a new position in Schwab Government Money Market ETF (SGVT) in Q1 2026: 5,962 shares worth $600K. The stake represents ﹤0.01% of the portfolio and ranks #977 among its holdings.

64 funds tracked by Wall St. Rank hold SGVT as of Q1 2026.

United Capital Financial Advisors held 5,962 shares of Schwab Government Money Market ETF worth $600K as of Q1 2026.
Schwab Government Money Market ETF was a new United Capital Financial Advisors position in Q1 2026.
Schwab Government Money Market ETF made up ﹤0.01% of United Capital Financial Advisors's portfolio in Q1 2026, its #977 holding.
64 funds tracked by Wall St. Rank held Schwab Government Money Market ETF as of Q1 2026.

Based on United Capital Financial Advisors's 13F filing for Q1 2026, filed 15 May 2026.