Richard P. Slaughter Associates’s Schwab Government Money Market ETF SGVT Stock Holding History

Richard P. Slaughter Associates’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	$248K	Hold	2,460	–	–	0.05%	96
2026 Q1	$248K	Buy	+2,460	New	+$247K	0.05%	90

Other funds holding SGVT

Worth Asset Management Dallas, Texas $313M AUM 37.93% 1-Year Est. Return

Private Client Services Louisville, Kentucky $381M AUM 24.56% 1-Year Est. Return

Mills Wealth Advisors Southlake, Texas $318M AUM 14.71% 1-Year Est. Return

FCG Investment Company Germantown, Tennessee $289M AUM

Mirador Capital Partners Pleasanton, California $816M AUM 42.46% 1-Year Est. Return

Neumann Capital Management Foster City, California $151M AUM 24.09% 1-Year Est. Return

West Branch Capital Amherst, Massachusetts $430M AUM 41.9% 1-Year Est. Return

Financial Management Professionals Austin, Texas $1.05B AUM 21.07% 1-Year Est. Return