KFGK
SGVT

Keystone Financial Group (Kentucky)’s Schwab Government Money Market ETF SGVT Stock Holding History

Keystone Financial Group (Kentucky)’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
2025
Q3 		– Sell
-920,223
Closed -$920K – 482
2025
Q2 		$920K Buy
+920,223
New +$92.1M 0.08% 161

Other funds holding SGVT

EMAM
Encompass More Asset Management Danville, California $687M AUM 25.06% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return
MOS
MGO One Seven Beachwood, Ohio $4.98B AUM 22.72% 1-Year Est. Return
HP
Holistic Planning Nacogdoches, Texas $502M AUM 14.52% 1-Year Est. Return
CA
Crumly & Associates Springfield, Illinois $522M AUM 19.86% 1-Year Est. Return
LIA
Luken Investment Analytics Brentwood, Tennessee $261M AUM 11.77% 1-Year Est. Return
SIG
Spinnaker Investment Group Newport Beach, California $624M AUM 17.54% 1-Year Est. Return
ML
McAdam LLC Philadelphia, Pennsylvania $2.22B AUM 16.98% 1-Year Est. Return
AWM
Able Wealth Management Toms River, New Jersey $374M AUM 12.51% 1-Year Est. Return

Keystone Financial Group (Kentucky)'s SGVT Position: Q3 2025 in Review

Keystone Financial Group (Kentucky) sold out of Schwab Government Money Market ETF (SGVT) in Q3 2025, closing a stake of 920,223 shares — an estimated $920K sold.

Keystone Financial Group (Kentucky) first reported a position in SGVT in Q2 2025 and held it in 1 quarter. The position peaked at $920K in Q2 2025. 30 funds tracked by Wall St. Rank hold SGVT as of Q3 2025.

  • Keystone Financial Group (Kentucky) reported no remaining Schwab Government Money Market ETF position as of Q3 2025 after selling out during the quarter.
  • Keystone Financial Group (Kentucky) sold 920,223 Schwab Government Money Market ETF shares in Q3 2025, an estimated $920K.
  • Keystone Financial Group (Kentucky) first reported a position in Schwab Government Money Market ETF in Q2 2025 and held it in 1 quarter.
  • Keystone Financial Group (Kentucky)'s Schwab Government Money Market ETF position peaked at $920K in Q2 2025.
  • 30 funds tracked by Wall St. Rank held Schwab Government Money Market ETF as of Q3 2025.

Based on Keystone Financial Group (Kentucky)'s 13F filing for Q3 2025, filed 14 Nov 2025.