Lighthouse Financial Services’s Schwab Government Money Market ETF SGVT Stock Holding History

Lighthouse Financial Services’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	$311K	Buy	+3,089	New	+$311K	0.06%	94

Other funds holding SGVT

Clear Creek Financial Management Silverdale, Washington $1.33B AUM 22.52% 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

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

Mills Wealth Advisors Southlake, Texas $316M AUM 8.08% 1-Year Est. Return

Summit Wealth Group (Colorado) Colorado Springs, Colorado $1.58B AUM 19.35% 1-Year Est. Return

Lighthouse Financial Services's SGVT Position: Q3 2026 in Review

Lighthouse Financial Services opened a new position in Schwab Government Money Market ETF (SGVT) in Q3 2026: 3,089 shares worth $311K. The stake represents 0.06% of the portfolio and ranks #94 among its holdings.

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

Lighthouse Financial Services held 3,089 shares of Schwab Government Money Market ETF worth $311K as of Q3 2026.
Schwab Government Money Market ETF was a new Lighthouse Financial Services position in Q3 2026.
Schwab Government Money Market ETF made up 0.06% of Lighthouse Financial Services's portfolio in Q3 2026, its #94 holding.
42 funds tracked by Wall St. Rank held Schwab Government Money Market ETF as of Q3 2026.

Based on Lighthouse Financial Services's 13F filing for Q3 2026, filed 2 Nov 2026.