Argent Advisors’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

Argent Advisors’s Portfolio SCHG Stock Details SCHG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q1	–	Sell	-19,576	Closed	-$272K	–	140
2022 Q4	$272K	Hold	19,576	–	–	0.14%	110
2022 Q3	$273K	Buy	+19,576	New	+$307K	0.16%	109
2022 Q2	–	Sell	-21,456	Closed	-$401K	–	138
2022 Q1	$401K	Buy	+21,456	New	+$391K	0.21%	102
2021 Q1	–	Sell	-97,848	Closed	-$1.57M	–	155
2020 Q4	$1.57M	Buy	97,848 +16,280	+20%	+$247K	0.96%	23
2020 Q3	$1.17M	Buy	81,568 +18,024	+28%	+$251K	0.8%	30
2020 Q2	$806K	Buy	63,544 +36,752	+137%	+$429K	0.62%	46
2020 Q1	$267K	Buy	+26,792	New	+$306K	0.27%	90

Other funds holding SCHG

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

Mather Group Chicago, Illinois $10B AUM 15.14% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

APP

Avantax Planning Partners Dubuque, Iowa $3.64B AUM 14.73% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

FEG

Fund Evaluation Group Cincinnati, Ohio $3.25B AUM 14.16% 1-Year Est. Return

FPCG

Fort Pitt Capital Group Pittsburgh, Pennsylvania $3.55B AUM 34.86% 1-Year Est. Return

Argent Advisors's SCHG Position: Q1 2023 in Review

Argent Advisors sold out of Schwab US Large-Cap Growth ETF (SCHG) in Q1 2023, closing a stake of 19,576 shares — an estimated $272K sold.

Argent Advisors first reported a position in SCHG in Q1 2020 and held it in 7 quarters. The position peaked at $1.57M in Q4 2020. 891 funds tracked by Wall St. Rank hold SCHG as of Q1 2023.

Argent Advisors reported no remaining Schwab US Large-Cap Growth ETF position as of Q1 2023 after selling out during the quarter.
Argent Advisors sold 19,576 Schwab US Large-Cap Growth ETF shares in Q1 2023, an estimated $272K.
Argent Advisors first reported a position in Schwab US Large-Cap Growth ETF in Q1 2020 and held it in 7 quarters.
Argent Advisors's Schwab US Large-Cap Growth ETF position peaked at $1.57M in Q4 2020.
891 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q1 2023.

Based on Argent Advisors's 13F filing for Q1 2023, filed 24 Apr 2023.