Wolfstich Capital
SGVT icon

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

Wolfstich 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 		– Sell
-2,471,981
Closed -$2.47M – 50
2026
Q1 		$2.47M Buy
2,471,981
+2,156,080
+683% +$217M 2.16% 5
2025
Q4 		$316K Buy
+315,901
New +$31.8M 0.29% 16

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Savant Capital
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Advisor OS
Advisor OS Chicago, Illinois $1.5B AUM 21.75% 1-Year Est. Return
MJP Associates
MJP Associates Farmington, Connecticut $914M AUM 20.8% 1-Year Est. Return
Clear Creek Financial Management
Clear Creek Financial Management Silverdale, Washington $1.56B AUM 31.02% 1-Year Est. Return
Holistic Planning
Holistic Planning Nacogdoches, Texas $643M AUM 18.84% 1-Year Est. Return
Addison Capital
Addison Capital Conshohocken, Pennsylvania $610M AUM 17.84% 1-Year Est. Return
Tower Research Capital (TRC)
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
Fulcrum Wealth Advisors
Fulcrum Wealth Advisors Bellevue, Washington $144M AUM 21.17% 1-Year Est. Return
Bleakley Financial Group
Bleakley Financial Group Fairfield, New Jersey $7.85B AUM 31.48% 1-Year Est. Return

Wolfstich Capital's SGVT Position: Q2 2026 in Review

Wolfstich Capital sold out of Schwab Government Money Market ETF (SGVT) in Q2 2026, closing a stake of 2,471,981 shares — an estimated $2.47M sold.

Wolfstich Capital first reported a position in SGVT in Q4 2025 and held it in 2 quarters. The position peaked at $2.47M in Q1 2026. 81 funds tracked by Wall St. Rank hold SGVT as of Q2 2026.

  • Wolfstich Capital reported no remaining Schwab Government Money Market ETF position as of Q2 2026 after selling out during the quarter.
  • Wolfstich Capital sold 2,471,981 Schwab Government Money Market ETF shares in Q2 2026, an estimated $2.47M.
  • Wolfstich Capital first reported a position in Schwab Government Money Market ETF in Q4 2025 and held it in 2 quarters.
  • Wolfstich Capital's Schwab Government Money Market ETF position peaked at $2.47M in Q1 2026.
  • 81 funds tracked by Wall St. Rank held Schwab Government Money Market ETF as of Q2 2026.

Based on Wolfstich Capital's 13F filing for Q2 2026, filed 24 Jul 2026.