Argent Advisors’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Argent Advisors’s Portfolio SCHD Stock Details SCHD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$599K	Sell	18,899 -6,700	-26%	-$213K	0.15%	119
2026 Q1	$785K	Buy	25,599 +1,950	+8%	+$59.2K	0.21%	91
2025 Q4	$649K	Buy	+23,649	New	+$643K	0.18%	101
2023 Q1	–	Sell	-8,013	Closed	-$202K	–	139
2022 Q4	$202K	Buy	+8,013	New	+$198K	0.1%	130

Other funds holding SCHD

SLI

Sumitomo Life Insurance Tokyo, Japan $6.12B AUM 21.82% 1-Year Est. Return

RIM

Rakuten Investment Management Tokyo, Japan $34.6B AUM 29.24% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

WANY

Wealthspire Advisors (New York) New York $18.2B AUM 21.48% 1-Year Est. Return

Argent Advisors's SCHD Position: Q2 2026 in Review

Argent Advisors reduced its Schwab US Dividend Equity ETF (SCHD) stake by 26% in Q2 2026, selling an estimated $213K and leaving 18,899 shares worth $599K. The position accounts for 0.15% of the portfolio, ranked #119.

Argent Advisors first reported a position in SCHD in Q4 2022 and has held it in 4 quarters since. The position peaked at $785K in Q1 2026. 2,142 funds tracked by Wall St. Rank hold SCHD as of Q2 2026.

Argent Advisors held 18,899 shares of Schwab US Dividend Equity ETF worth $599K as of Q2 2026.
Argent Advisors sold 6,700 Schwab US Dividend Equity ETF shares in Q2 2026, an estimated $213K.
Schwab US Dividend Equity ETF made up 0.15% of Argent Advisors's portfolio in Q2 2026, its #119 holding.
Argent Advisors first reported a position in Schwab US Dividend Equity ETF in Q4 2022 and has held it in 4 quarters since.
Argent Advisors's Schwab US Dividend Equity ETF position peaked at $785K in Q1 2026.
2,142 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q2 2026.

Based on Argent Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.