WealthShield Partners
SGVT icon

WealthShield Partners’s Schwab Government Money Market ETF SGVT Stock Holding History

WealthShield Partners’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 		– Sell
-11,506
Closed -$1.16M – 615
2026
Q1 		$1.16M Buy
11,506
+5,772
+101% +$581K 0.13% 171
2025
Q4 		$576K Buy
5,734
+4,146
+261% +$417K 0.06% 229
2025
Q3 		$160K Buy
1,588
+602
+61% +$60.4K 0.02% 360
2025
Q2 		$98.8K Buy
+986
New +$98.7K 0.01% 385

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WealthShield Partners's SGVT Position: Q2 2026 in Review

WealthShield Partners sold out of Schwab Government Money Market ETF (SGVT) in Q2 2026, closing a stake of 11,506 shares — an estimated $1.16M sold.

WealthShield Partners first reported a position in SGVT in Q2 2025 and held it in 4 quarters. The position peaked at $1.16M in Q1 2026. 81 funds tracked by Wall St. Rank hold SGVT as of Q2 2026.

  • WealthShield Partners reported no remaining Schwab Government Money Market ETF position as of Q2 2026 after selling out during the quarter.
  • WealthShield Partners sold 11,506 Schwab Government Money Market ETF shares in Q2 2026, an estimated $1.16M.
  • WealthShield Partners first reported a position in Schwab Government Money Market ETF in Q2 2025 and held it in 4 quarters.
  • WealthShield Partners's Schwab Government Money Market ETF position peaked at $1.16M in Q1 2026.
  • 81 funds tracked by Wall St. Rank held Schwab Government Money Market ETF as of Q2 2026.

Based on WealthShield Partners's 13F filing for Q2 2026, filed 12 Aug 2026.