Silver Oak Securities’s Schwab Government Money Market ETF SGVT Stock Holding History

Silver Oak Securities’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	$203K	Buy	+2,014	New	+$203K	0.01%	786

Other funds holding SGVT

Savant Capital Rockford, Illinois $35B AUM 15.18% 1-Year Est. Return

Larson Financial Group St Louis, Missouri $4.11B AUM 23.62% 1-Year Est. Return

Clear Creek Financial Management Silverdale, Washington $1.33B AUM 22.52% 1-Year Est. Return

Advisor OS Chicago, Illinois $1.52B AUM 15.68% 1-Year Est. Return

Holistic Planning Nacogdoches, Texas $718M AUM 13.66% 1-Year Est. Return

Addison Capital Conshohocken, Pennsylvania $447M AUM 12.2% 1-Year Est. Return

Fulcrum Wealth Advisors Bellevue, Washington $144M AUM 21.17% 1-Year Est. Return

WPG Advisers Baltimore, Maryland $184M AUM 16.93% 1-Year Est. Return

FCG Investment Company Germantown, Tennessee $304M AUM

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Silver Oak Securities's SGVT Position: Q3 2026 in Review

Silver Oak Securities opened a new position in Schwab Government Money Market ETF (SGVT) in Q3 2026: 2,014 shares worth $203K. The stake represents 0.01% of the portfolio and ranks #786 among its holdings.

69 funds tracked by Wall St. Rank hold SGVT as of Q3 2026.

Silver Oak Securities held 2,014 shares of Schwab Government Money Market ETF worth $203K as of Q3 2026.
Schwab Government Money Market ETF was a new Silver Oak Securities position in Q3 2026.
Schwab Government Money Market ETF made up 0.01% of Silver Oak Securities's portfolio in Q3 2026, its #786 holding.
69 funds tracked by Wall St. Rank held Schwab Government Money Market ETF as of Q3 2026.

Based on Silver Oak Securities's 13F filing for Q3 2026, filed 9 Nov 2026.