Argent Capital Management’s Schwab US Mid-Cap ETF SCHM Stock Holding History

Argent Capital Management’s Portfolio SCHM Stock Details SCHM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell	-9,831	Closed	-$296K	–	177
2025 Q4	$296K	Buy	+9,831	New	+$293K	0.01%	147
2025 Q2	–	Sell	-10,325	Closed	-$271K	–	163
2025 Q1	$271K	Buy	+10,325	New	+$288K	0.01%	148
2024 Q1	–	Sell	-15,702	Closed	-$394K	–	159
2023 Q4	$394K	Buy	+15,702	New	+$360K	0.01%	127
2023 Q1	–	Sell	-17,631	Closed	-$386K	–	149
2022 Q4	$386K	Buy	+17,631	New	+$386K	0.01%	123
2022 Q3	–	Sell	-109,614	Closed	-$2.29M	–	171
2022 Q2	$2.29M	Buy	+109,614	New	+$2.53M	0.09%	84

Other funds holding SCHM

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

MGIA

Moneta Group Investment Advisors St Louis, Missouri $13.5B AUM 24.62% 1-Year Est. Return

Advisory Alpha Holland, Michigan $4.08B AUM 20.62% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

LWMT

Legacy Wealth Management (Tennessee) Memphis, Tennessee $1.91B AUM 17.42% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Argent Capital Management's SCHM Position: Q1 2026 in Review

Argent Capital Management sold out of Schwab US Mid-Cap ETF (SCHM) in Q1 2026, closing a stake of 9,831 shares — an estimated $296K sold.

Argent Capital Management first reported a position in SCHM in Q2 2022 and held it in 5 quarters. The position peaked at $2.29M in Q2 2022. 1,017 funds tracked by Wall St. Rank hold SCHM as of Q1 2026.

Argent Capital Management reported no remaining Schwab US Mid-Cap ETF position as of Q1 2026 after selling out during the quarter.
Argent Capital Management sold 9,831 Schwab US Mid-Cap ETF shares in Q1 2026, an estimated $296K.
Argent Capital Management first reported a position in Schwab US Mid-Cap ETF in Q2 2022 and held it in 5 quarters.
Argent Capital Management's Schwab US Mid-Cap ETF position peaked at $2.29M in Q2 2022.
1,017 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q1 2026.

Based on Argent Capital Management's 13F filing for Q1 2026, filed 21 May 2026.