Argent Advisors’s Schwab US Large-Cap Value ETF SCHV Stock Holding History

Argent Advisors’s Portfolio SCHV Stock Details SCHV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q1	–	Sell	-15,498	Closed	-$341K	–	141
2022 Q4	$341K	Hold	15,498	–	–	0.18%	103
2022 Q3	$302K	Buy	+15,498	New	+$334K	0.18%	104
2022 Q2	–	Sell	-17,025	Closed	-$405K	–	139
2022 Q1	$405K	Buy	+17,025	New	+$403K	0.22%	100
2021 Q1	–	Sell	-74,466	Closed	-$1.48M	–	156
2020 Q4	$1.48M	Buy	74,466 +14,268	+24%	+$267K	0.9%	26
2020 Q3	$1.05M	Buy	60,198 +16,050	+36%	+$281K	0.72%	35
2020 Q2	$737K	Buy	44,148 +25,368	+135%	+$414K	0.56%	53
2020 Q1	$277K	Buy	+18,780	New	+$344K	0.28%	89

Other funds holding SCHV

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

Mather Group Chicago, Illinois $11.5B AUM 18.82% 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 $4.02B AUM 20% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 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

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Argent Advisors's SCHV Position: Q1 2023 in Review

Argent Advisors sold out of Schwab US Large-Cap Value ETF (SCHV) in Q1 2023, closing a stake of 15,498 shares — an estimated $341K sold.

Argent Advisors first reported a position in SCHV in Q1 2020 and held it in 7 quarters. The position peaked at $1.48M in Q4 2020. 691 funds tracked by Wall St. Rank hold SCHV as of Q1 2023.

Argent Advisors reported no remaining Schwab US Large-Cap Value ETF position as of Q1 2023 after selling out during the quarter.
Argent Advisors sold 15,498 Schwab US Large-Cap Value ETF shares in Q1 2023, an estimated $341K.
Argent Advisors first reported a position in Schwab US Large-Cap Value ETF in Q1 2020 and held it in 7 quarters.
Argent Advisors's Schwab US Large-Cap Value ETF position peaked at $1.48M in Q4 2020.
691 funds tracked by Wall St. Rank held Schwab US Large-Cap Value ETF as of Q1 2023.

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