WBC
SGVT

West Branch Capital’s Schwab Government Money Market ETF SGVT Stock Holding History

West Branch Capital’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 		$16.3K Buy
161
+3
+2% +$302 ﹤0.01% 203
2026
Q1 		$15.9K Buy
158
+7
+5% +$704 ﹤0.01% 195
2025
Q4 		$15.2K Buy
+151
New +$15.2K ﹤0.01% 215

Other funds holding SGVT

CCFM
Clear Creek Financial Management Silverdale, Washington $1.56B AUM 31.02% 1-Year Est. Return
FWA
Fulcrum Wealth Advisors Bellevue, Washington $131M AUM
BAM
Belpointe Asset Management Reno, Nevada $3.06B AUM 23.82% 1-Year Est. Return
LIA
Luken Investment Analytics Brentwood, Tennessee $286M AUM 17.34% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
SLWM
Stone Loft Wealth Management West Chester, Pennsylvania $176M AUM
MWM
Mascagni Wealth Management Clinton, Mississippi $161M AUM 26.58% 1-Year Est. Return
WAM
Worth Asset Management Dallas, Texas $313M AUM 37.93% 1-Year Est. Return
PCS
Private Client Services Louisville, Kentucky $381M AUM 24.56% 1-Year Est. Return
WIM
WealthPlan Investment Management Omaha, Nebraska $2.01B AUM 27.28% 1-Year Est. Return

West Branch Capital's SGVT Position: Q2 2026 in Review

West Branch Capital increased its Schwab Government Money Market ETF (SGVT) stake by 1.9% in Q2 2026, buying an estimated $302 and bringing the position to 161 shares worth $16.3K. The position accounts for ﹤0.01% of the portfolio, ranked #203.

West Branch Capital first reported a position in SGVT in Q4 2025 and has held it in 3 quarters since. 35 funds tracked by Wall St. Rank hold SGVT as of Q2 2026.

  • West Branch Capital held 161 shares of Schwab Government Money Market ETF worth $16.3K as of Q2 2026.
  • West Branch Capital bought 3 Schwab Government Money Market ETF shares in Q2 2026, an estimated $302.
  • Schwab Government Money Market ETF made up ﹤0.01% of West Branch Capital's portfolio in Q2 2026, its #203 holding.
  • West Branch Capital first reported a position in Schwab Government Money Market ETF in Q4 2025 and has held it in 3 quarters since.
  • 35 funds tracked by Wall St. Rank held Schwab Government Money Market ETF as of Q2 2026.

Based on West Branch Capital's 13F filing for Q2 2026, filed 10 Jul 2026.