Ulland Investment Advisors’s Schwab Government Money Market ETF SGVT Stock Holding History

Ulland Investment Advisors’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	$40K	Buy	+400	New	+$40.3K	0.03%	131

Other funds holding SGVT

Fulcrum Wealth Advisors Bellevue, Washington $131M AUM

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

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

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

FCG Investment Company Germantown, Tennessee $289M AUM

Flagship Capital Management Media, Pennsylvania $158M AUM

Skyline Advisors Bellingham, Washington $319M AUM 13.25% 1-Year Est. Return

Mirador Capital Partners Pleasanton, California $817M AUM 42.46% 1-Year Est. Return

Ulland Investment Advisors's SGVT Position: Q2 2026 in Review

Ulland Investment Advisors opened a new position in Schwab Government Money Market ETF (SGVT) in Q2 2026: 400 shares worth $40K. The stake represents 0.03% of the portfolio and ranks #131 among its holdings.

17 funds tracked by Wall St. Rank hold SGVT as of Q2 2026.

Ulland Investment Advisors held 400 shares of Schwab Government Money Market ETF worth $40K as of Q2 2026.
Schwab Government Money Market ETF was a new Ulland Investment Advisors position in Q2 2026.
Schwab Government Money Market ETF made up 0.03% of Ulland Investment Advisors's portfolio in Q2 2026, its #131 holding.
17 funds tracked by Wall St. Rank held Schwab Government Money Market ETF as of Q2 2026.

Based on Ulland Investment Advisors's 13F filing for Q2 2026, filed 16 Jul 2026.