Fulcrum Wealth Advisors’s Schwab Government Money Market ETF SGVT Stock Holding History

Fulcrum Wealth Advisors’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	$3.15M	Buy	+31,257	New	+$3.15M	2.41%	12

Other funds holding SGVT

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

Worth Asset Management Dallas, Texas $313M AUM 37.93% 1-Year Est. Return

Private Client Services Louisville, Kentucky $381M AUM 24.56% 1-Year Est. Return

Mills Wealth Advisors Southlake, Texas $318M AUM 14.71% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

FCG Investment Company Germantown, Tennessee $289M AUM

Flagship Capital Management Media, Pennsylvania $158M AUM

Skyline Advisors Bellingham, Washington $319M AUM 13.25% 1-Year Est. Return

Mirador Capital Partners Pleasanton, California $817M AUM 42.46% 1-Year Est. Return

Richard P. Slaughter Associates Austin, Texas $510M AUM 21.97% 1-Year Est. Return

Fulcrum Wealth Advisors's SGVT Position: Q2 2026 in Review

Fulcrum Wealth Advisors opened a new position in Schwab Government Money Market ETF (SGVT) in Q2 2026: 31,257 shares worth $3.15M. The stake represents 2.41% of the portfolio and ranks #12 among its holdings.

19 funds tracked by Wall St. Rank hold SGVT as of Q2 2026.

Fulcrum Wealth Advisors held 31,257 shares of Schwab Government Money Market ETF worth $3.15M as of Q2 2026.
Schwab Government Money Market ETF was a new Fulcrum Wealth Advisors position in Q2 2026.
Schwab Government Money Market ETF made up 2.41% of Fulcrum Wealth Advisors's portfolio in Q2 2026, its #12 holding.
19 funds tracked by Wall St. Rank held Schwab Government Money Market ETF as of Q2 2026.

Based on Fulcrum Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.