ACM
SCHV

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

Argent Capital Management’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
2020
Q2 		– Sell
-23,055
Closed -$340K – 206
2020
Q1 		$340K Buy
+23,055
New +$423K 0.02% 182
2016
Q1 		– Sell
-35,715
Closed -$505K – 223
2015
Q4 		$505K Buy
+35,715
New +$507K 0.02% 146

Other funds holding SCHV

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APP
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Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $10B AUM 15.14% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
KF
Krilogy Financial St. Louis, Missouri $3.11B AUM 20.67% 1-Year Est. Return

Argent Capital Management's SCHV Position: Q2 2020 in Review

Argent Capital Management sold out of Schwab US Large-Cap Value ETF (SCHV) in Q2 2020, closing a stake of 23,055 shares — an estimated $340K sold.

Argent Capital Management first reported a position in SCHV in Q4 2015 and held it in 2 quarters. The position peaked at $505K in Q4 2015. 455 funds tracked by Wall St. Rank hold SCHV as of Q2 2020.

  • Argent Capital Management reported no remaining Schwab US Large-Cap Value ETF position as of Q2 2020 after selling out during the quarter.
  • Argent Capital Management sold 23,055 Schwab US Large-Cap Value ETF shares in Q2 2020, an estimated $340K.
  • Argent Capital Management first reported a position in Schwab US Large-Cap Value ETF in Q4 2015 and held it in 2 quarters.
  • Argent Capital Management's Schwab US Large-Cap Value ETF position peaked at $505K in Q4 2015.
  • 455 funds tracked by Wall St. Rank held Schwab US Large-Cap Value ETF as of Q2 2020.

Based on Argent Capital Management's 13F filing for Q2 2020, filed 10 Aug 2020.