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Argent Wealth Management’s Schwab US Aggregate Bond ETF SCHZ Stock Holding History

Argent Wealth Management’s Portfolio SCHZ Stock Details SCHZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q2 		$6.87M Buy
244,168
+7,266
+3% +$202K 1.14% 21
2020
Q1 		$6.48M Sell
236,902
-60,868
-20% -$1.64M 1.32% 20
2019
Q4 		$7.96M Buy
+297,770
New +$7.98M 1.33% 20

Other funds holding SCHZ

Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
MFRM
Milliman Financial Risk Management Chicago, Illinois $6.4B AUM 12.26% 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
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
HCM
Hengehold Capital Management Cincinnati, Ohio $1.29B AUM 17.41% 1-Year Est. Return
AFA
Atlanta Financial Associates Atlanta, Georgia $214M AUM 32.7% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return

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

Argent Wealth Management increased its Schwab US Aggregate Bond ETF (SCHZ) stake by 3.1% in Q2 2020, buying an estimated $202K and bringing the position to 244,168 shares worth $6.87M. The position accounts for 1.14% of the portfolio, ranked #21.

Argent Wealth Management first reported a position in SCHZ in Q4 2019 and has held it in 3 quarters since. The position peaked at $7.96M in Q4 2019. 458 funds tracked by Wall St. Rank hold SCHZ as of Q2 2020.

  • Argent Wealth Management held 244,168 shares of Schwab US Aggregate Bond ETF worth $6.87M as of Q2 2020.
  • Argent Wealth Management bought 7,266 Schwab US Aggregate Bond ETF shares in Q2 2020, an estimated $202K.
  • Schwab US Aggregate Bond ETF made up 1.14% of Argent Wealth Management's portfolio in Q2 2020, its #21 holding.
  • Argent Wealth Management first reported a position in Schwab US Aggregate Bond ETF in Q4 2019 and has held it in 3 quarters since.
  • Argent Wealth Management's Schwab US Aggregate Bond ETF position peaked at $7.96M in Q4 2019.
  • 458 funds tracked by Wall St. Rank held Schwab US Aggregate Bond ETF as of Q2 2020.

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