Argent Financial Group’s Schwab US Dividend Equity ETF SCHD Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q3	$373K	Buy	+13,242	New	+$361K	0.04%	242

Other funds holding SCHD

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

SLI

Sumitomo Life Insurance Tokyo, Japan $4.25B AUM 23.69% 1-Year Est. Return

AAS

Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 1-Year Est. Return

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

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

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

RJFSA

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

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

Argent Financial Group opened a new position in Schwab US Dividend Equity ETF (SCHD) in Q3 2024: 13,242 shares worth $373K. The stake represents 0.04% of the portfolio and ranks #242 among its holdings.

1,625 funds tracked by Wall St. Rank hold SCHD as of Q3 2024.

Argent Financial Group held 13,242 shares of Schwab US Dividend Equity ETF worth $373K as of Q3 2024.
Schwab US Dividend Equity ETF was a new Argent Financial Group position in Q3 2024.
Schwab US Dividend Equity ETF made up 0.04% of Argent Financial Group's portfolio in Q3 2024, its #242 holding.
1,625 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q3 2024.

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