Daymark Wealth Partners
SGVT icon

Daymark Wealth Partners’s Schwab Government Money Market ETF SGVT Stock Holding History

Daymark Wealth Partners’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
-2,220
Closed -$224K – 870
2026
Q1 		$224K Buy
+2,220
New +$223K 0.01% 678

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Daymark Wealth Partners's SGVT Position: Q2 2026 in Review

Daymark Wealth Partners sold out of Schwab Government Money Market ETF (SGVT) in Q2 2026, closing a stake of 2,220 shares — an estimated $224K sold.

Daymark Wealth Partners first reported a position in SGVT in Q1 2026 and held it in 1 quarter. The position peaked at $224K in Q1 2026. 81 funds tracked by Wall St. Rank hold SGVT as of Q2 2026.

  • Daymark Wealth Partners reported no remaining Schwab Government Money Market ETF position as of Q2 2026 after selling out during the quarter.
  • Daymark Wealth Partners sold 2,220 Schwab Government Money Market ETF shares in Q2 2026, an estimated $224K.
  • Daymark Wealth Partners first reported a position in Schwab Government Money Market ETF in Q1 2026 and held it in 1 quarter.
  • Daymark Wealth Partners's Schwab Government Money Market ETF position peaked at $224K in Q1 2026.
  • 81 funds tracked by Wall St. Rank held Schwab Government Money Market ETF as of Q2 2026.

Based on Daymark Wealth Partners's 13F filing for Q2 2026, filed 31 Jul 2026.