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
Q2 		$894K Sell
8,872
-2,295
-21% -$231K 0.04% 241
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

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

WealthPlan Investment Management's SGVT Position: Q2 2026 in Review

WealthPlan Investment Management reduced its Schwab Government Money Market ETF (SGVT) stake by 21% in Q2 2026, selling an estimated $231K and leaving 8,872 shares worth $894K. The position accounts for 0.04% of the portfolio, ranked #241.

WealthPlan Investment Management first reported a position in SGVT in Q4 2025 and has held it in 3 quarters since. The position peaked at $7.15M in Q4 2025. 82 funds tracked by Wall St. Rank hold SGVT as of Q2 2026.

  • WealthPlan Investment Management held 8,872 shares of Schwab Government Money Market ETF worth $894K as of Q2 2026.
  • WealthPlan Investment Management sold 2,295 Schwab Government Money Market ETF shares in Q2 2026, an estimated $231K.
  • Schwab Government Money Market ETF made up 0.04% of WealthPlan Investment Management's portfolio in Q2 2026, its #241 holding.
  • WealthPlan Investment Management first reported a position in Schwab Government Money Market ETF in Q4 2025 and has held it in 3 quarters since.
  • WealthPlan Investment Management's Schwab Government Money Market ETF position peaked at $7.15M in Q4 2025.
  • 82 funds tracked by Wall St. Rank held Schwab Government Money Market ETF as of Q2 2026.

Based on WealthPlan Investment Management's 13F filing for Q2 2026, filed 28 Jul 2026.