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Argent Wealth Management’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

Argent Wealth Management’s Portfolio SCHG Stock Details SCHG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q2 		$12.5M Sell
888,544
-21,792
-2% -$254K 2.08% 12
2020
Q1 		$9.31M Buy
910,336
+158,096
+21% +$1.8M 1.89% 12
2019
Q4 		$8.74M Buy
+752,240
New +$8.29M 1.46% 18

Other funds holding SCHG

Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
APP
Avantax Planning Partners Dubuque, Iowa $3.64B AUM 14.73% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $10B AUM 15.14% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
FEG
Fund Evaluation Group Cincinnati, Ohio $3.25B AUM 14.16% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

Argent Wealth Management reduced its Schwab US Large-Cap Growth ETF (SCHG) stake by 2.4% in Q2 2020, selling an estimated $254K and leaving 888,544 shares worth $12.5M. The position accounts for 2.08% of the portfolio, ranked #12.

Argent Wealth Management first reported a position in SCHG in Q4 2019 and has held it in 3 quarters since. 580 funds tracked by Wall St. Rank hold SCHG as of Q2 2020.

  • Argent Wealth Management held 888,544 shares of Schwab US Large-Cap Growth ETF worth $12.5M as of Q2 2020.
  • Argent Wealth Management sold 21,792 Schwab US Large-Cap Growth ETF shares in Q2 2020, an estimated $254K.
  • Schwab US Large-Cap Growth ETF made up 2.08% of Argent Wealth Management's portfolio in Q2 2020, its #12 holding.
  • Argent Wealth Management first reported a position in Schwab US Large-Cap Growth ETF in Q4 2019 and has held it in 3 quarters since.
  • 580 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q2 2020.

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