MWM
SGVT

Moulton Wealth Management’s Schwab Government Money Market ETF SGVT Stock Holding History

Moulton Wealth Management’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 		– Sell
-4,610,837
Closed -$4.61M – 75
2026
Q1 		$4.61M Buy
+4,610,837
New +$464M 3.14% 8

Other funds holding SGVT

FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
WAM
Worth Asset Management Dallas, Texas $313M AUM 37.93% 1-Year Est. Return
PCS
Private Client Services Louisville, Kentucky $381M AUM 24.56% 1-Year Est. Return
MWA
Mills Wealth Advisors Southlake, Texas $318M AUM 14.71% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
FIC
FCG Investment Company Germantown, Tennessee $289M AUM
SA
Skyline Advisors Bellingham, Washington $319M AUM 13.25% 1-Year Est. Return
MCP
Mirador Capital Partners Pleasanton, California $817M AUM 42.46% 1-Year Est. Return
RPSA
Richard P. Slaughter Associates Austin, Texas $510M AUM 21.97% 1-Year Est. Return
IWM
Iams Wealth Management Omaha, Nebraska $332M AUM 18.77% 1-Year Est. Return

Moulton Wealth Management's SGVT Position: Q2 2026 in Review

Moulton Wealth Management sold out of Schwab Government Money Market ETF (SGVT) in Q2 2026, closing a stake of 4,610,837 shares — an estimated $4.61M sold.

Moulton Wealth Management first reported a position in SGVT in Q1 2026 and held it in 1 quarter. The position peaked at $4.61M in Q1 2026. 15 funds tracked by Wall St. Rank hold SGVT as of Q2 2026.

  • Moulton Wealth Management reported no remaining Schwab Government Money Market ETF position as of Q2 2026 after selling out during the quarter.
  • Moulton Wealth Management sold 4,610,837 Schwab Government Money Market ETF shares in Q2 2026, an estimated $4.61M.
  • Moulton Wealth Management first reported a position in Schwab Government Money Market ETF in Q1 2026 and held it in 1 quarter.
  • Moulton Wealth Management's Schwab Government Money Market ETF position peaked at $4.61M in Q1 2026.
  • 15 funds tracked by Wall St. Rank held Schwab Government Money Market ETF as of Q2 2026.

Based on Moulton Wealth Management's 13F filing for Q2 2026, filed 7 Jul 2026.