PCS
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Private Client Services’s Schwab Government Money Market ETF SGVT Stock Holding History

Private Client 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 		– Sell
-9,527
Closed -$960K – 270
2026
Q2 		$960K Buy
9,527
+6,547
+220% +$659K 0.25% 80
2026
Q1 		$300K Buy
+2,980
New +$300K 0.09% 159

Other funds holding SGVT

FIC
FCG Investment Company Germantown, Tennessee $304M AUM
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
WAM
Worth Asset Management Dallas, Texas $343M AUM 29.82% 1-Year Est. Return
MCP
Mirador Capital Partners Pleasanton, California $859M AUM 41.74% 1-Year Est. Return
RPSA
Richard P. Slaughter Associates Austin, Texas $506M AUM 14.83% 1-Year Est. Return
BSB
Bangor Savings Bank Bangor, Maine $1.31B AUM 12.25% 1-Year Est. Return
TC
Trust Company Manhattan, Kansas $1.15B AUM 7.83% 1-Year Est. Return

Private Client Services's SGVT Position: Q3 2026 in Review

Private Client Services sold out of Schwab Government Money Market ETF (SGVT) in Q3 2026, closing a stake of 9,527 shares — an estimated $960K sold.

Private Client Services first reported a position in SGVT in Q1 2026 and held it in 2 quarters. The position peaked at $960K in Q2 2026. 8 funds tracked by Wall St. Rank hold SGVT as of Q3 2026.

  • Private Client Services reported no remaining Schwab Government Money Market ETF position as of Q3 2026 after selling out during the quarter.
  • Private Client Services sold 9,527 Schwab Government Money Market ETF shares in Q3 2026, an estimated $960K.
  • Private Client Services first reported a position in Schwab Government Money Market ETF in Q1 2026 and held it in 2 quarters.
  • Private Client Services's Schwab Government Money Market ETF position peaked at $960K in Q2 2026.
  • 8 funds tracked by Wall St. Rank held Schwab Government Money Market ETF as of Q3 2026.

Based on Private Client Services's 13F filing for Q3 2026, filed 2 Oct 2026.