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Argent Wealth Management’s Schwab International Equity ETF SCHF Stock Holding History

Argent Wealth Management’s Portfolio SCHF Stock Details SCHF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q2 		$18M Sell
1,123,564
-103,206
-8% -$1.45M 2.99% 6
2020
Q1 		$15.9M Buy
1,226,770
+121,794
+11% +$1.87M 3.23% 7
2019
Q4 		$18.6M Buy
+1,104,976
New +$18.2M 3.11% 6

Other funds holding SCHF

Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
PCA
Personal Capital Advisors Redwood City, California $20.6B AUM 13.65% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
SCM
SCS Capital Management Boston, Massachusetts $9.44B AUM 18.1% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

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

Argent Wealth Management reduced its Schwab International Equity ETF (SCHF) stake by 8.4% in Q2 2020, selling an estimated $1.45M and leaving 1,123,564 shares worth $18M. The position accounts for 2.99% of the portfolio, ranked #6.

Argent Wealth Management first reported a position in SCHF in Q4 2019 and has held it in 3 quarters since. The position peaked at $18.6M in Q4 2019. 715 funds tracked by Wall St. Rank hold SCHF as of Q2 2020.

  • Argent Wealth Management held 1,123,564 shares of Schwab International Equity ETF worth $18M as of Q2 2020.
  • Argent Wealth Management sold 103,206 Schwab International Equity ETF shares in Q2 2020, an estimated $1.45M.
  • Schwab International Equity ETF made up 2.99% of Argent Wealth Management's portfolio in Q2 2020, its #6 holding.
  • Argent Wealth Management first reported a position in Schwab International Equity ETF in Q4 2019 and has held it in 3 quarters since.
  • Argent Wealth Management's Schwab International Equity ETF position peaked at $18.6M in Q4 2019.
  • 715 funds tracked by Wall St. Rank held Schwab International Equity ETF as of Q2 2020.

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