WIM
SGVT

WealthPlan Investment Management’s Schwab Government Money Market ETF SGVT Stock Holding History

WealthPlan Investment Management’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 		$1.12M Sell
11,167
-59,964
-84% -$6.03M 0.06% 201
2025
Q4 		$7.15M Buy
+71,131
New +$7.15M 0.46% 62

Other funds holding SGVT

AO
Advisor OS Chicago, Illinois $1.38B AUM 16.6% 1-Year Est. Return
MA
MJP Associates Farmington, Connecticut $824M AUM 14.86% 1-Year Est. Return
HP
Holistic Planning Nacogdoches, Texas $502M AUM 14.52% 1-Year Est. Return
CA
Calton & Associates Tampa, Florida $696M AUM 18.3% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return
CCFM
Clear Creek Financial Management Silverdale, Washington $1.3B AUM 20.31% 1-Year Est. Return
AC
Addison Capital Conshohocken, Pennsylvania $562M AUM 18.57% 1-Year Est. Return
TRCT
Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return
NBWM
North Berkeley Wealth Management Berkeley, California $189M AUM 19.77% 1-Year Est. Return
MWM
Moulton Wealth Management Spokane, Washington $152M AUM 21.14% 1-Year Est. Return

WealthPlan Investment Management's SGVT Position: Q1 2026 in Review

WealthPlan Investment Management reduced its Schwab Government Money Market ETF (SGVT) stake by 84% in Q1 2026, selling an estimated $6.03M and leaving 11,167 shares worth $1.12M. The position accounts for 0.06% of the portfolio, ranked #201.

WealthPlan Investment Management first reported a position in SGVT in Q4 2025 and has held it in 2 quarters since. The position peaked at $7.15M in Q4 2025. 64 funds tracked by Wall St. Rank hold SGVT as of Q1 2026.

  • WealthPlan Investment Management held 11,167 shares of Schwab Government Money Market ETF worth $1.12M as of Q1 2026.
  • WealthPlan Investment Management sold 59,964 Schwab Government Money Market ETF shares in Q1 2026, an estimated $6.03M.
  • Schwab Government Money Market ETF made up 0.06% of WealthPlan Investment Management's portfolio in Q1 2026, its #201 holding.
  • WealthPlan Investment Management first reported a position in Schwab Government Money Market ETF in Q4 2025 and has held it in 2 quarters since.
  • WealthPlan Investment Management's Schwab Government Money Market ETF position peaked at $7.15M in Q4 2025.
  • 64 funds tracked by Wall St. Rank held Schwab Government Money Market ETF as of Q1 2026.

Based on WealthPlan Investment Management's 13F filing for Q1 2026, filed 29 Apr 2026.