FIC
SGVT icon

FCG Investment Company’s Schwab Government Money Market ETF SGVT Stock Holding History

FCG Investment Company’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 		$4.03M Buy
39,950
+34,066
+579% +$3.43M 1.33% 14
2026
Q2 		$593K Buy
+5,884
New +$592K 0.21% 79

Other funds holding SGVT

FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
WAM
Worth Asset Management Dallas, Texas $343M AUM 29.82% 1-Year Est. Return
MCP
Mirador Capital Partners Pleasanton, California $859M AUM 41.74% 1-Year Est. Return
RPSA
Richard P. Slaughter Associates Austin, Texas $506M AUM 14.83% 1-Year Est. Return
BSB
Bangor Savings Bank Bangor, Maine $1.31B AUM 12.25% 1-Year Est. Return
TC
Trust Company Manhattan, Kansas $1.15B AUM 7.83% 1-Year Est. Return

FCG Investment Company's SGVT Position: Q3 2026 in Review

FCG Investment Company increased its Schwab Government Money Market ETF (SGVT) stake by 579% in Q3 2026, buying an estimated $3.43M and bringing the position to 39,950 shares worth $4.03M. The position accounts for 1.33% of the portfolio, ranked #14.

FCG Investment Company first reported a position in SGVT in Q2 2026 and has held it in 2 quarters since. 8 funds tracked by Wall St. Rank hold SGVT as of Q3 2026.

  • FCG Investment Company held 39,950 shares of Schwab Government Money Market ETF worth $4.03M as of Q3 2026.
  • FCG Investment Company bought 34,066 Schwab Government Money Market ETF shares in Q3 2026, an estimated $3.43M.
  • Schwab Government Money Market ETF made up 1.33% of FCG Investment Company's portfolio in Q3 2026, its #14 holding.
  • FCG Investment Company first reported a position in Schwab Government Money Market ETF in Q2 2026 and has held it in 2 quarters since.
  • 8 funds tracked by Wall St. Rank held Schwab Government Money Market ETF as of Q3 2026.

Based on FCG Investment Company's 13F filing for Q3 2026, filed 13 Oct 2026.