Luken Investment Analytics
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Luken Investment Analytics’s Schwab Government Money Market ETF SGVT Stock Holding History

Luken Investment Analytics’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 		$1.37M Sell
13,622
-1,269
-9% -$128K 0.47% 28
2026
Q2 		$1.5M Sell
14,891
-1,470
-9% -$148K 0.52% 27
2026
Q1 		$1.65M Buy
16,361
+1,782
+12% +$179K 0.63% 22
2025
Q4 		$1.46M Sell
14,579
-750
-5% -$75.4K 0.58% 19
2025
Q3 		$1.54M Buy
+15,329
New +$1.54M 0.6% 22

Other funds holding SGVT

Savant Capital
Savant Capital Rockford, Illinois $35B AUM 15.18% 1-Year Est. Return
Larson Financial Group
Larson Financial Group St Louis, Missouri $4.11B AUM 23.62% 1-Year Est. Return
Clear Creek Financial Management
Clear Creek Financial Management Silverdale, Washington $1.33B AUM 22.52% 1-Year Est. Return
Advisor OS
Advisor OS Chicago, Illinois $1.52B AUM 15.68% 1-Year Est. Return
Holistic Planning
Holistic Planning Nacogdoches, Texas $718M AUM 13.66% 1-Year Est. Return
Fulcrum Wealth Advisors
Fulcrum Wealth Advisors Bellevue, Washington $144M AUM 21.17% 1-Year Est. Return
WPG Advisers
WPG Advisers Baltimore, Maryland $184M AUM 16.93% 1-Year Est. Return
FCG Investment Company
FCG Investment Company Germantown, Tennessee $304M AUM
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
Diversify Advisory Services
Diversify Advisory Services Sandy, Utah $6.69B AUM 18.85% 1-Year Est. Return

Luken Investment Analytics's SGVT Position: Q3 2026 in Review

Luken Investment Analytics reduced its Schwab Government Money Market ETF (SGVT) stake by 8.5% in Q3 2026, selling an estimated $128K and leaving 13,622 shares worth $1.37M. The position accounts for 0.47% of the portfolio, ranked #28.

Luken Investment Analytics first reported a position in SGVT in Q3 2025 and has held it in 5 quarters since. The position peaked at $1.65M in Q1 2026. 59 funds tracked by Wall St. Rank hold SGVT as of Q3 2026.

  • Luken Investment Analytics held 13,622 shares of Schwab Government Money Market ETF worth $1.37M as of Q3 2026.
  • Luken Investment Analytics sold 1,269 Schwab Government Money Market ETF shares in Q3 2026, an estimated $128K.
  • Schwab Government Money Market ETF made up 0.47% of Luken Investment Analytics's portfolio in Q3 2026, its #28 holding.
  • Luken Investment Analytics first reported a position in Schwab Government Money Market ETF in Q3 2025 and has held it in 5 quarters since.
  • Luken Investment Analytics's Schwab Government Money Market ETF position peaked at $1.65M in Q1 2026.
  • 59 funds tracked by Wall St. Rank held Schwab Government Money Market ETF as of Q3 2026.

Based on Luken Investment Analytics's 13F filing for Q3 2026, filed 6 Nov 2026.