Valmark Advisers’s Schwab Government Money Market ETF SGVT Stock Holding History

Valmark Advisers’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	$383K	Buy	+3,801	New	+$383K	﹤0.01%	587

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

Valmark Advisers's SGVT Position: Q3 2026 in Review

Valmark Advisers opened a new position in Schwab Government Money Market ETF (SGVT) in Q3 2026: 3,801 shares worth $383K. The stake represents ﹤0.01% of the portfolio and ranks #587 among its holdings.

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

Valmark Advisers held 3,801 shares of Schwab Government Money Market ETF worth $383K as of Q3 2026.
Schwab Government Money Market ETF was a new Valmark Advisers position in Q3 2026.
Schwab Government Money Market ETF made up ﹤0.01% of Valmark Advisers's portfolio in Q3 2026, its #587 holding.
69 funds tracked by Wall St. Rank held Schwab Government Money Market ETF as of Q3 2026.

Based on Valmark Advisers's 13F filing for Q3 2026, filed 6 Nov 2026.