AWM
SCHV

Argent Wealth Management’s Schwab US Large-Cap Value ETF SCHV Stock Holding History

Argent Wealth Management’s Portfolio SCHV Stock Details SCHV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q2 		$9.55M Sell
534,897
-34,341
-6% -$561K 1.59% 17
2020
Q1 		$8.63M Buy
569,238
+14,898
+3% +$273K 1.75% 15
2019
Q4 		$11.1M Buy
+554,340
New +$10.7M 1.86% 12

Other funds holding SCHV

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
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $10B AUM 15.14% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
KF
Krilogy Financial St. Louis, Missouri $3.11B AUM 20.67% 1-Year Est. Return

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

Argent Wealth Management reduced its Schwab US Large-Cap Value ETF (SCHV) stake by 6% in Q2 2020, selling an estimated $561K and leaving 534,897 shares worth $9.55M. The position accounts for 1.59% of the portfolio, ranked #17.

Argent Wealth Management first reported a position in SCHV in Q4 2019 and has held it in 3 quarters since. The position peaked at $11.1M in Q4 2019. 455 funds tracked by Wall St. Rank hold SCHV as of Q2 2020.

  • Argent Wealth Management held 534,897 shares of Schwab US Large-Cap Value ETF worth $9.55M as of Q2 2020.
  • Argent Wealth Management sold 34,341 Schwab US Large-Cap Value ETF shares in Q2 2020, an estimated $561K.
  • Schwab US Large-Cap Value ETF made up 1.59% of Argent Wealth Management's portfolio in Q2 2020, its #17 holding.
  • Argent Wealth Management first reported a position in Schwab US Large-Cap Value ETF in Q4 2019 and has held it in 3 quarters since.
  • Argent Wealth Management's Schwab US Large-Cap Value ETF position peaked at $11.1M in Q4 2019.
  • 455 funds tracked by Wall St. Rank held Schwab US Large-Cap Value ETF as of Q2 2020.

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