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Argent Wealth Management’s Schwab Emerging Markets Equity ETF SCHE Stock Holding History

Argent Wealth Management’s Portfolio SCHE Stock Details SCHE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q2 		$6.83M Sell
255,048
-38,759
-13% -$881K 1.13% 22
2020
Q1 		$6.19M Buy
293,807
+29,317
+11% +$733K 1.26% 21
2019
Q4 		$7.24M Buy
+264,490
New +$6.97M 1.21% 23

Other funds holding SCHE

CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $10B AUM 15.14% 1-Year Est. Return
HC
Hamilton Capital Columbus, Ohio $1.93B AUM
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
SCM
SCS Capital Management Boston, Massachusetts $9.44B AUM 18.1% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
HWA
Heartwood Wealth Advisors Richmond, Virginia $1.29B AUM 22.27% 1-Year Est. Return

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

Argent Wealth Management reduced its Schwab Emerging Markets Equity ETF (SCHE) stake by 13% in Q2 2020, selling an estimated $881K and leaving 255,048 shares worth $6.83M. The position accounts for 1.13% of the portfolio, ranked #22.

Argent Wealth Management first reported a position in SCHE in Q4 2019 and has held it in 3 quarters since. The position peaked at $7.24M in Q4 2019. 577 funds tracked by Wall St. Rank hold SCHE as of Q2 2020.

  • Argent Wealth Management held 255,048 shares of Schwab Emerging Markets Equity ETF worth $6.83M as of Q2 2020.
  • Argent Wealth Management sold 38,759 Schwab Emerging Markets Equity ETF shares in Q2 2020, an estimated $881K.
  • Schwab Emerging Markets Equity ETF made up 1.13% of Argent Wealth Management's portfolio in Q2 2020, its #22 holding.
  • Argent Wealth Management first reported a position in Schwab Emerging Markets Equity ETF in Q4 2019 and has held it in 3 quarters since.
  • Argent Wealth Management's Schwab Emerging Markets Equity ETF position peaked at $7.24M in Q4 2019.
  • 577 funds tracked by Wall St. Rank held Schwab Emerging Markets Equity ETF as of Q2 2020.

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