Diversify Wealth Management’s Schwab Government Money Market ETF SGVT Stock Holding History

Diversify Wealth 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 Q3	$1.36M	Buy	+13,545	New	+$1.36M	0.02%	562

Other funds holding SGVT

Fulcrum Wealth Advisors Bellevue, Washington $144M AUM 21.17% 1-Year Est. Return

FCG Investment Company Germantown, Tennessee $304M AUM

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Diversify Advisory Services Sandy, Utah $6.69B AUM 18.85% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Worth Asset Management Dallas, Texas $343M AUM 29.82% 1-Year Est. Return

WealthPlan Investment Management Omaha, Nebraska $2.07B AUM 21.2% 1-Year Est. Return

Hegarty Advisors Garden City, New York $162M AUM 13.29% 1-Year Est. Return

Flagship Capital Management Media, Pennsylvania $164M AUM 28.04% 1-Year Est. Return

Mirador Capital Partners Pleasanton, California $859M AUM 41.74% 1-Year Est. Return

Diversify Wealth Management's SGVT Position: Q3 2026 in Review

Diversify Wealth Management opened a new position in Schwab Government Money Market ETF (SGVT) in Q3 2026: 13,545 shares worth $1.36M. The stake represents 0.02% of the portfolio and ranks #562 among its holdings.

23 funds tracked by Wall St. Rank hold SGVT as of Q3 2026.

Diversify Wealth Management held 13,545 shares of Schwab Government Money Market ETF worth $1.36M as of Q3 2026.
Schwab Government Money Market ETF was a new Diversify Wealth Management position in Q3 2026.
Schwab Government Money Market ETF made up 0.02% of Diversify Wealth Management's portfolio in Q3 2026, its #562 holding.
23 funds tracked by Wall St. Rank held Schwab Government Money Market ETF as of Q3 2026.

Based on Diversify Wealth Management's 13F filing for Q3 2026, filed 20 Oct 2026.