AWM
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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 Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2020
Q2 		$2.49M Buy
129,852
+34,053
+36% +$652K 0.41% 48
2020
Q1 		$1.35M Sell
95,799
-10,548
-10% -$148K 0.27% 65
2019
Q4 		$2.13M Buy
+106,347
New +$2.13M 0.36% 55