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Schwab Strategic Tr us dividend eq shares owned by Argent Advisors

Quarter-by-quarter ownership of Schwab Strategic Tr us dividend eq (SCHD) shares owned by Argent Advisors from 13F filings

Historical chart of Argent Advisors investment in Schwab Strategic Tr us dividend eq

Tip: Access up to 7 years of quarterly data

All positions including Schwab Strategic Tr us dividend eq held by Argent Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Schwab Strategic Tr us dividend eq by Argent Advisors

Quarter filed Position value Share count Share price at filing
2025-12-31 $649k 24k 27.43
2022-12-31 $202k 2.7k 75.54

More positions owned by Argent Advisors

Ishares Core Msci Eafe Etf core msci eafe (IEFA)
iShares S&P MidCap 400 Index (IJH)
Ishares Tr core div grwth (DGRO)
iShares Russell 2000 Index (IWM)
iShares S&P 500 Index (IVV)
iShares Lehman 1-3 Year Treas.Bond (SHY)
First Tr Exchange-traded (RDVI)
Apple (AAPL)
Invesco Exchange Traded Fd T russel 200 eql (EQWL)
Exxon Mobil Corporation (XOM)
JPMorgan Chase & Co. (JPM)
Microsoft Corporation (MSFT)
First Tr Exchange-traded (KNG)
Ishares Inc emrgmkt dividx (DVYE)
NVIDIA Corporation (NVDA)

View all positions for Argent Advisors

Top funds holding Schwab Strategic Tr us dividend eq

Rakuten Investment Management
Cetera Investment Advisers
LPL Financial
Sumitomo Life Insurance
Envestnet Asset Management
Raymond James Financial
UBS Group
Northwestern Mutual Wealth Management Company
Sontag Advisory
Wealthfront Advisers
Wells Fargo & Company
Honkamp Krueger Financial Services
Commonwealth Equity Services
Cassaday & Co Wealth Management
Advisor Group Holdings

View all funds holding Schwab Strategic Tr us dividend eq