FCM
SGVT

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

Flagship Capital 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
Q2 		$356K Buy
3,533
+29
+0.8% +$2.92K 0.22% 40
2026
Q1 		$353K Buy
3,504
+20
+0.6% +$2.01K 0.26% 39
2025
Q4 		$350K Buy
+3,484
New +$350K 0.25% 38

Other funds holding SGVT

AO
Advisor OS Chicago, Illinois $1.5B AUM 21.75% 1-Year Est. Return
CCFM
Clear Creek Financial Management Silverdale, Washington $1.56B AUM 31.02% 1-Year Est. Return
AC
Addison Capital Conshohocken, Pennsylvania $610M AUM 17.84% 1-Year Est. Return
FWA
Fulcrum Wealth Advisors Bellevue, Washington $131M AUM
BFG
Bleakley Financial Group Fairfield, New Jersey $7.85B AUM 31.48% 1-Year Est. Return
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
WA
WPG Advisers Baltimore, Maryland $170M AUM 33.45% 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

Flagship Capital Management's SGVT Position: Q2 2026 in Review

Flagship Capital Management increased its Schwab Government Money Market ETF (SGVT) stake by 0.83% in Q2 2026, buying an estimated $2.92K and bringing the position to 3,533 shares worth $356K. The position accounts for 0.22% of the portfolio, ranked #40.

Flagship Capital Management first reported a position in SGVT in Q4 2025 and has held it in 3 quarters since. 52 funds tracked by Wall St. Rank hold SGVT as of Q2 2026.

  • Flagship Capital Management held 3,533 shares of Schwab Government Money Market ETF worth $356K as of Q2 2026.
  • Flagship Capital Management bought 29 Schwab Government Money Market ETF shares in Q2 2026, an estimated $2.92K.
  • Schwab Government Money Market ETF made up 0.22% of Flagship Capital Management's portfolio in Q2 2026, its #40 holding.
  • Flagship Capital Management first reported a position in Schwab Government Money Market ETF in Q4 2025 and has held it in 3 quarters since.
  • 52 funds tracked by Wall St. Rank held Schwab Government Money Market ETF as of Q2 2026.

Based on Flagship Capital Management's 13F filing for Q2 2026, filed 21 Jul 2026.