WP
SGVT

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
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

Other funds holding SGVT

AO
Advisor OS Chicago, Illinois $1.38B AUM 16.6% 1-Year Est. Return
MA
MJP Associates Farmington, Connecticut $824M AUM 14.86% 1-Year Est. Return
HP
Holistic Planning Nacogdoches, Texas $502M AUM 14.52% 1-Year Est. Return
CA
Calton & Associates Tampa, Florida $696M AUM 18.3% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return
CCFM
Clear Creek Financial Management Silverdale, Washington $1.3B AUM 20.31% 1-Year Est. Return
AC
Addison Capital Conshohocken, Pennsylvania $562M AUM 18.57% 1-Year Est. Return
TRCT
Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return
NBWM
North Berkeley Wealth Management Berkeley, California $189M AUM 19.77% 1-Year Est. Return
MWM
Moulton Wealth Management Spokane, Washington $152M AUM 21.14% 1-Year Est. Return

WealthShield Partners's SGVT Position: Q1 2026 in Review

WealthShield Partners increased its Schwab Government Money Market ETF (SGVT) stake by 101% in Q1 2026, buying an estimated $581K and bringing the position to 11,506 shares worth $1.16M. The position accounts for 0.13% of the portfolio, ranked #171.

WealthShield Partners first reported a position in SGVT in Q2 2025 and has held it in 4 quarters since. 64 funds tracked by Wall St. Rank hold SGVT as of Q1 2026.

  • WealthShield Partners held 11,506 shares of Schwab Government Money Market ETF worth $1.16M as of Q1 2026.
  • WealthShield Partners bought 5,772 Schwab Government Money Market ETF shares in Q1 2026, an estimated $581K.
  • Schwab Government Money Market ETF made up 0.13% of WealthShield Partners's portfolio in Q1 2026, its #171 holding.
  • WealthShield Partners first reported a position in Schwab Government Money Market ETF in Q2 2025 and has held it in 4 quarters since.
  • 64 funds tracked by Wall St. Rank held Schwab Government Money Market ETF as of Q1 2026.

Based on WealthShield Partners's 13F filing for Q1 2026, filed 1 May 2026.