Argent Wealth Management’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Argent Wealth Management’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
2020 Q2	$442K	Hold	23,199	–	–	0.07%	116
2020 Q1	$362K	Sell	23,199 -19,095	-45%	-$343K	0.07%	122
2019 Q4	$817K	Buy	+42,294	New	+$792K	0.14%	94

Other funds holding SCHD

CSIA

Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

APP

Avantax Planning Partners Dubuque, Iowa $3.64B AUM 14.73% 1-Year Est. Return

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

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

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

AAIM

Asset Advisors Investment Management Augusta, Georgia $1.05B AUM 12.32% 1-Year Est. Return

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

JIP

JBJ Investment Partners Charleston, South Carolina $485M AUM 11.36% 1-Year Est. Return

Argent Wealth Management's SCHD Position: Q2 2020 in Review

Argent Wealth Management held its Schwab US Dividend Equity ETF (SCHD) position steady in Q2 2020 at 23,199 shares worth $442K. The position accounts for 0.07% of the portfolio, ranked #116.

Argent Wealth Management first reported a position in SCHD in Q4 2019 and has held it in 3 quarters since. The position peaked at $817K in Q4 2019. 648 funds tracked by Wall St. Rank hold SCHD as of Q2 2020.

Argent Wealth Management held 23,199 shares of Schwab US Dividend Equity ETF worth $442K as of Q2 2020.
Argent Wealth Management left its Schwab US Dividend Equity ETF share count unchanged in Q2 2020.
Schwab US Dividend Equity ETF made up 0.07% of Argent Wealth Management's portfolio in Q2 2020, its #116 holding.
Argent Wealth Management first reported a position in Schwab US Dividend Equity ETF in Q4 2019 and has held it in 3 quarters since.
Argent Wealth Management's Schwab US Dividend Equity ETF position peaked at $817K in Q4 2019.
648 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q2 2020.

Based on Argent Wealth Management's 13F filing for Q2 2020, filed 17 Aug 2020.