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
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

Other funds holding SGVT

SC
Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return
AO
Advisor OS Chicago, Illinois $1.5B AUM 21.75% 1-Year Est. Return
MA
MJP Associates Farmington, Connecticut $914M AUM 20.8% 1-Year Est. Return
CCFM
Clear Creek Financial Management Silverdale, Washington $1.56B AUM 31.02% 1-Year Est. Return
HP
Holistic Planning Nacogdoches, Texas $643M AUM 18.84% 1-Year Est. Return
AC
Addison Capital Conshohocken, Pennsylvania $610M AUM 17.84% 1-Year Est. Return
TRCT
Tower Research Capital (TRC) New York $4.08B AUM 58.77% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
FWA
Fulcrum Wealth Advisors Bellevue, Washington $131M AUM
BFG
Bleakley Financial Group Fairfield, New Jersey $7.85B AUM 31.48% 1-Year Est. Return

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.