Argent Financial Group’s Schwab US Large- Cap ETF SCHX Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q3	$2.14M	Buy	+94,572	New	+$2.06M	0.25%	100

Other funds holding SCHX

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

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

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

HSA

HBK Sorce Advisory Erie, Pennsylvania $5.05B AUM 16.64% 1-Year Est. Return

MGIA

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

SFG

Sage Financial Group W. Conshohocken, Pennsylvania $1.81B AUM 22.3% 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

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

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

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

Argent Financial Group opened a new position in Schwab US Large- Cap ETF (SCHX) in Q3 2024: 94,572 shares worth $2.14M. The stake represents 0.25% of the portfolio and ranks #100 among its holdings.

1,249 funds tracked by Wall St. Rank hold SCHX as of Q3 2024.

Argent Financial Group held 94,572 shares of Schwab US Large- Cap ETF worth $2.14M as of Q3 2024.
Schwab US Large- Cap ETF was a new Argent Financial Group position in Q3 2024.
Schwab US Large- Cap ETF made up 0.25% of Argent Financial Group's portfolio in Q3 2024, its #100 holding.
1,249 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q3 2024.

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