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

Hegarty 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 Q3	$530K	Buy	+5,260	New	+$529K	0.33%	46

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

Diversify Wealth Management Sandy, Utah $6.69B AUM 22.4% 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

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

Hegarty Advisors's SGVT Position: Q3 2026 in Review

Hegarty Advisors opened a new position in Schwab Government Money Market ETF (SGVT) in Q3 2026: 5,260 shares worth $530K. The stake represents 0.33% of the portfolio and ranks #46 among its holdings.

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

Hegarty Advisors held 5,260 shares of Schwab Government Money Market ETF worth $530K as of Q3 2026.
Schwab Government Money Market ETF was a new Hegarty Advisors position in Q3 2026.
Schwab Government Money Market ETF made up 0.33% of Hegarty Advisors's portfolio in Q3 2026, its #46 holding.
23 funds tracked by Wall St. Rank held Schwab Government Money Market ETF as of Q3 2026.

Based on Hegarty Advisors's 13F filing for Q3 2026, filed 20 Oct 2026.