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
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

AO
Advisor OS Chicago, Illinois $1.38B AUM 16.6% 1-Year Est. Return
MA
MJP Associates Farmington, Connecticut $824M AUM 14.86% 1-Year Est. Return
HP
Holistic Planning Nacogdoches, Texas $502M AUM 14.52% 1-Year Est. Return
CA
Calton & Associates Tampa, Florida $696M AUM 18.3% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return
CCFM
Clear Creek Financial Management Silverdale, Washington $1.3B AUM 20.31% 1-Year Est. Return
AC
Addison Capital Conshohocken, Pennsylvania $562M AUM 18.57% 1-Year Est. Return
TRCT
Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return
NBWM
North Berkeley Wealth Management Berkeley, California $189M AUM 19.77% 1-Year Est. Return
MWM
Moulton Wealth Management Spokane, Washington $152M AUM 21.14% 1-Year Est. Return

Luken Investment Analytics's SGVT Position: Q1 2026 in Review

Luken Investment Analytics increased its Schwab Government Money Market ETF (SGVT) stake by 12% in Q1 2026, buying an estimated $179K and bringing the position to 16,361 shares worth $1.65M. The position accounts for 0.63% of the portfolio, ranked #22.

Luken Investment Analytics first reported a position in SGVT in Q3 2025 and has held it in 3 quarters since. 64 funds tracked by Wall St. Rank hold SGVT as of Q1 2026.

  • Luken Investment Analytics held 16,361 shares of Schwab Government Money Market ETF worth $1.65M as of Q1 2026.
  • Luken Investment Analytics bought 1,782 Schwab Government Money Market ETF shares in Q1 2026, an estimated $179K.
  • Schwab Government Money Market ETF made up 0.63% of Luken Investment Analytics's portfolio in Q1 2026, its #22 holding.
  • Luken Investment Analytics first reported a position in Schwab Government Money Market ETF in Q3 2025 and has held it in 3 quarters since.
  • 64 funds tracked by Wall St. Rank held Schwab Government Money Market ETF as of Q1 2026.

Based on Luken Investment Analytics's 13F filing for Q1 2026, filed 12 May 2026.