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 Q3	$359K	Buy	3,562 +29	+0.8%	+$2.92K	0.22%	40
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

Savant Capital Rockford, Illinois $35B AUM 15.18% 1-Year Est. Return

Larson Financial Group St Louis, Missouri $4.11B AUM 23.62% 1-Year Est. Return

Clear Creek Financial Management Silverdale, Washington $1.33B AUM 22.52% 1-Year Est. Return

Advisor OS Chicago, Illinois $1.52B AUM 15.68% 1-Year Est. Return

Holistic Planning Nacogdoches, Texas $718M AUM 13.66% 1-Year Est. Return

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

WPG Advisers Baltimore, Maryland $184M AUM 16.93% 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

Luken Investment Analytics Brentwood, Tennessee $290M AUM 10.79% 1-Year Est. Return

Flagship Capital Management's SGVT Position: Q3 2026 in Review

Flagship Capital Management increased its Schwab Government Money Market ETF (SGVT) stake by 0.82% in Q3 2026, buying an estimated $2.92K and bringing the position to 3,562 shares worth $359K. 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 4 quarters since. 59 funds tracked by Wall St. Rank hold SGVT as of Q3 2026.

Flagship Capital Management held 3,562 shares of Schwab Government Money Market ETF worth $359K as of Q3 2026.
Flagship Capital Management bought 29 Schwab Government Money Market ETF shares in Q3 2026, an estimated $2.92K.
Schwab Government Money Market ETF made up 0.22% of Flagship Capital Management's portfolio in Q3 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 4 quarters since.
59 funds tracked by Wall St. Rank held Schwab Government Money Market ETF as of Q3 2026.

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