Argent Financial Group’s Schwab US Mid-Cap ETF SCHM Stock Holding History

Argent Financial Group’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
2024 Q3	$474K	Buy	+17,100	New	+$455K	0.06%	209

Other funds holding SCHM

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

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

MGIA

Moneta Group Investment Advisors St Louis, Missouri $13.3B AUM 18.65% 1-Year Est. Return

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

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

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

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

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

LWMT

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

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

Argent Financial Group opened a new position in Schwab US Mid-Cap ETF (SCHM) in Q3 2024: 17,100 shares worth $474K. The stake represents 0.06% of the portfolio and ranks #209 among its holdings.

882 funds tracked by Wall St. Rank hold SCHM as of Q3 2024.

Argent Financial Group held 17,100 shares of Schwab US Mid-Cap ETF worth $474K as of Q3 2024.
Schwab US Mid-Cap ETF was a new Argent Financial Group position in Q3 2024.
Schwab US Mid-Cap ETF made up 0.06% of Argent Financial Group's portfolio in Q3 2024, its #209 holding.
882 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q3 2024.

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