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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
Q3 		$248K Hold
2,460
– – 0.05% 106
2026
Q2 		$248K Hold
2,460
– – 0.05% 96
2026
Q1 		$248K Buy
+2,460
New +$247K 0.05% 90

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
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

Richard P. Slaughter Associates's SGVT Position: Q3 2026 in Review

Richard P. Slaughter Associates held its Schwab Government Money Market ETF (SGVT) position steady in Q3 2026 at 2,460 shares worth $248K. The position accounts for 0.05% of the portfolio, ranked #106.

Richard P. Slaughter Associates first reported a position in SGVT in Q1 2026 and has held it in 3 quarters since. 8 funds tracked by Wall St. Rank hold SGVT as of Q3 2026.

  • Richard P. Slaughter Associates held 2,460 shares of Schwab Government Money Market ETF worth $248K as of Q3 2026.
  • Richard P. Slaughter Associates left its Schwab Government Money Market ETF share count unchanged in Q3 2026.
  • Schwab Government Money Market ETF made up 0.05% of Richard P. Slaughter Associates's portfolio in Q3 2026, its #106 holding.
  • Richard P. Slaughter Associates first reported a position in Schwab Government Money Market ETF in Q1 2026 and has held it in 3 quarters since.
  • 8 funds tracked by Wall St. Rank held Schwab Government Money Market ETF as of Q3 2026.

Based on Richard P. Slaughter Associates's 13F filing for Q3 2026, filed 13 Oct 2026.