Argent Financial Group’s Schwab U.S Small- Cap ETF SCHA Stock Holding History

Argent Financial Group’s Portfolio SCHA Stock Details SCHA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q3	$443K	Buy	+17,200	New	+$427K	0.05%	218

Other funds holding SCHA

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return

Advisory Alpha Holland, Michigan $3.66B AUM 14.99% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Argent Financial Group's SCHA Position: Q3 2024 in Review

Argent Financial Group opened a new position in Schwab U.S Small- Cap ETF (SCHA) in Q3 2024: 17,200 shares worth $443K. The stake represents 0.05% of the portfolio and ranks #218 among its holdings.

1,068 funds tracked by Wall St. Rank hold SCHA as of Q3 2024.

Argent Financial Group held 17,200 shares of Schwab U.S Small- Cap ETF worth $443K as of Q3 2024.
Schwab U.S Small- Cap ETF was a new Argent Financial Group position in Q3 2024.
Schwab U.S Small- Cap ETF made up 0.05% of Argent Financial Group's portfolio in Q3 2024, its #218 holding.
1,068 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q3 2024.

Based on Argent Financial Group's 13F filing for Q3 2024, filed 13 Nov 2024.