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Argent Wealth Management’s Schwab US Mid-Cap ETF SCHM Stock Holding History

Argent Wealth Management’s Portfolio SCHM Stock Details SCHM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q2 		$2.49M Buy
129,852
+34,053
+36% +$555K 0.41% 48
2020
Q1 		$1.35M Sell
95,799
-10,548
-10% -$193K 0.27% 65
2019
Q4 		$2.13M Buy
+106,347
New +$2.06M 0.36% 55

Other funds holding SCHM

Creative Planning
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Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
SWM
SVA Wealth Management Madison, Wisconsin $1.15B AUM 22.3% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
FI
FormulaFolio Investments Grand Rapids, Michigan $299M AUM 27.65% 1-Year Est. Return
PCIA
Prime Capital Investment Advisors Overland Park, Kansas $8.65B AUM 19.52% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
HSA
HBK Sorce Advisory Erie, Pennsylvania $5.05B AUM 16.64% 1-Year Est. Return

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

Argent Wealth Management increased its Schwab US Mid-Cap ETF (SCHM) stake by 36% in Q2 2020, buying an estimated $555K and bringing the position to 129,852 shares worth $2.49M. The position accounts for 0.41% of the portfolio, ranked #48.

Argent Wealth Management first reported a position in SCHM in Q4 2019 and has held it in 3 quarters since. 583 funds tracked by Wall St. Rank hold SCHM as of Q2 2020.

  • Argent Wealth Management held 129,852 shares of Schwab US Mid-Cap ETF worth $2.49M as of Q2 2020.
  • Argent Wealth Management bought 34,053 Schwab US Mid-Cap ETF shares in Q2 2020, an estimated $555K.
  • Schwab US Mid-Cap ETF made up 0.41% of Argent Wealth Management's portfolio in Q2 2020, its #48 holding.
  • Argent Wealth Management first reported a position in Schwab US Mid-Cap ETF in Q4 2019 and has held it in 3 quarters since.
  • 583 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q2 2020.

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