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Schwab Strategic Tr us aggregate b shares owned by Argent Wealth Management

Quarter-by-quarter ownership of Schwab Strategic Tr us aggregate b (SCHZ) shares owned by Argent Wealth Management from 13F filings

Historical chart of Argent Wealth Management investment in Schwab Strategic Tr us aggregate b

Tip: Access up to 7 years of quarterly data

All positions including Schwab Strategic Tr us aggregate b held by Argent Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Schwab Strategic Tr us aggregate b by Argent Wealth Management

Quarter filed Position value Share count Share price at filing
2020-06-30 $6.9M 122k 56.24
2020-03-31 $6.5M 119k 54.72
2019-12-31 $8.0M 149k 53.43

More positions owned by Argent Wealth Management

TechTarget (TTGT)
Ishares Tr Core Div Grwth (DGRO)
Ishares Tr Ibonds Dec22 Etf
Ishares Tr Ibonds Dec21 Etf
Ishares Tr 0-5yr Invt Gr Cp (SLQD)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
Ishares Tr Ibonds Dec20 Etf
Apple (AAPL)
Ishares Tr Ibonds Dec23 Etf
Ishares Tr Usa Quality Fctr (QUAL)
Ishares Tr Core S&p500 Etf (IVV)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Ishares Tr Core Msci Eafe (IEFA)
Ishares Tr Rus 1000 Grw Etf (IWF)
Ishares Tr Fltg Rate Nt Etf (FLOT)

View all positions for Argent Wealth Management

Top funds holding Schwab Strategic Tr us aggregate b

Jpmorgan Chase & Co
Charles Schwab Trust
Ameriprise Financial
Total Wealth Planning
Honkamp Krueger Financial Services
Rockbridge Investment Management, LCC
McAdam
Financial Engines Advisors L.L.C
Hengehold Capital Management
Envestnet Asset Management
BlueSky Wealth Advisors
Wealth Enhancement Advisory Services
Resources Investment Advisors
Goldman Sachs Group
Horst & Graben Wealth Management

View all funds holding Schwab Strategic Tr us aggregate b