LIA
SGVT

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
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

SC
Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return
AO
Advisor OS Chicago, Illinois $1.5B AUM 21.75% 1-Year Est. Return
MA
MJP Associates Farmington, Connecticut $914M AUM 20.8% 1-Year Est. Return
CCFM
Clear Creek Financial Management Silverdale, Washington $1.56B AUM 31.02% 1-Year Est. Return
HP
Holistic Planning Nacogdoches, Texas $643M AUM 18.84% 1-Year Est. Return
AC
Addison Capital Conshohocken, Pennsylvania $610M AUM 17.84% 1-Year Est. Return
TRCT
Tower Research Capital (TRC) New York $4.08B AUM 58.77% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
FWA
Fulcrum Wealth Advisors Bellevue, Washington $131M AUM
BFG
Bleakley Financial Group Fairfield, New Jersey $7.85B AUM 31.48% 1-Year Est. Return

Luken Investment Analytics's SGVT Position: Q2 2026 in Review

Luken Investment Analytics reduced its Schwab Government Money Market ETF (SGVT) stake by 9% in Q2 2026, selling an estimated $148K and leaving 14,891 shares worth $1.5M. The position accounts for 0.52% of the portfolio, ranked #27.

Luken Investment Analytics first reported a position in SGVT in Q3 2025 and has held it in 4 quarters since. The position peaked at $1.65M in Q1 2026. 81 funds tracked by Wall St. Rank hold SGVT as of Q2 2026.

  • Luken Investment Analytics held 14,891 shares of Schwab Government Money Market ETF worth $1.5M as of Q2 2026.
  • Luken Investment Analytics sold 1,470 Schwab Government Money Market ETF shares in Q2 2026, an estimated $148K.
  • Schwab Government Money Market ETF made up 0.52% of Luken Investment Analytics's portfolio in Q2 2026, its #27 holding.
  • Luken Investment Analytics first reported a position in Schwab Government Money Market ETF in Q3 2025 and has held it in 4 quarters since.
  • Luken Investment Analytics's Schwab Government Money Market ETF position peaked at $1.65M in Q1 2026.
  • 81 funds tracked by Wall St. Rank held Schwab Government Money Market ETF as of Q2 2026.

Based on Luken Investment Analytics's 13F filing for Q2 2026, filed 28 Jul 2026.