Sargent Bickham Lagudis’s Schwab US Broad Market ETF SCHB Stock Holding History

Sargent Bickham Lagudis’s Portfolio SCHB Stock Details SCHB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q4	$5.05M	Sell	338,313 -6,645	-2%	-$99.9K	0.41%	53
2022 Q3	$4.83M	Buy	344,958 +225	+0.1%	+$3.5K	0.43%	49
2022 Q2	$5.08M	Sell	344,733 -113,415	-25%	-$1.82M	0.44%	48
2022 Q1	$8.15M	Buy	458,148 +8,850	+2%	+$155K	0.63%	35
2021 Q4	$8.46M	Buy	449,298 +19,878	+5%	+$366K	0.64%	34
2021 Q3	$7.43M	Buy	429,420 +30,048	+8%	+$534K	0.61%	35
2021 Q2	$6.94M	Sell	399,372 -31,290	-7%	-$530K	0.57%	40
2021 Q1	$6.94M	Buy	430,662 +3,912	+0.9%	+$61.7K	0.61%	36
2020 Q4	$6.47M	Sell	426,750 -15,816	-4%	-$225K	0.6%	38
2020 Q3	$5.87M	Sell	442,566 -19,506	-4%	-$256K	0.59%	39
2020 Q2	$5.66M	Buy	462,072 +242,034	+110%	+$2.79M	0.61%	35
2020 Q1	$2.22M	Sell	220,038 -17,718	-7%	-$214K	0.29%	75
2019 Q4	$3.05M	Sell	237,756 -1,278	-0.5%	-$15.7K	0.34%	67
2019 Q3	$2.83M	Buy	239,034 +17,532	+8%	+$207K	0.34%	64
2019 Q2	$2.6M	Sell	221,502 -164,094	-43%	-$1.89M	0.31%	68
2019 Q1	$4.37M	Buy	385,596 +48,114	+14%	+$525K	0.51%	47
2018 Q4	$3.37M	Buy	337,482 +68,802	+26%	+$744K	0.44%	56
2018 Q3	$3.15M	Buy	268,680 +19,722	+8%	+$227K	0.37%	65
2018 Q2	$2.74M	Buy	248,958 +17,370	+8%	+$190K	0.34%	70
2018 Q1	$2.46M	Sell	231,588 -305,346	-57%	-$3.35M	0.31%	70
2017 Q4	$5.77M	Sell	536,934 -17,418	-3%	-$183K	0.69%	29
2017 Q3	$5.63M	Sell	554,352 -15,438	-3%	-$153K	0.7%	34
2017 Q2	$5.55M	Buy	569,790 +1,728	+0.3%	+$16.7K	0.71%	32
2017 Q1	$5.4M	Sell	568,062 -215,964	-28%	-$2.03M	0.7%	30
2016 Q4	$7.08M	Sell	784,026 -88,326	-10%	-$778K	1.09%	18
2016 Q3	$7.61M	Sell	872,352 -17,052	-2%	-$148K	1.14%	18
2016 Q2	$7.46M	Sell	889,404 -32,376	-4%	-$269K	1.16%	14
2016 Q1	$7.57M	Buy	+921,780	New	+$7.16M	1.22%	15

Other funds holding SCHB

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

SCM

SCS Capital Management Boston, Massachusetts $10.6B AUM 19.73% 1-Year Est. Return

Evensky & Katz Coral Gables, Florida $1.94B AUM 22.01% 1-Year Est. Return

Rebalance Palo Alto, California $1.91B AUM 16.23% 1-Year Est. Return

HWM

HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return

Strid Group Newtown Square, Pennsylvania $901M AUM 21.04% 1-Year Est. Return

HT Partners Centerbrook, Connecticut $361M AUM 22.6% 1-Year Est. Return

HCM

Hengehold Capital Management Cincinnati, Ohio $1.29B AUM 17.41% 1-Year Est. Return

RPGK

Retirement Planning Group (Kansas) Leawood, Kansas $3.94B AUM 18.64% 1-Year Est. Return

Sargent Bickham Lagudis's SCHB Position: Q4 2022 in Review

Sargent Bickham Lagudis reduced its Schwab US Broad Market ETF (SCHB) stake by 1.9% in Q4 2022, selling an estimated $99.9K and leaving 338,313 shares worth $5.05M. The position accounts for 0.41% of the portfolio, ranked #53.

Sargent Bickham Lagudis first reported a position in SCHB in Q1 2016 and has held it in 28 quarters since. The position peaked at $8.46M in Q4 2021. 932 funds tracked by Wall St. Rank hold SCHB as of Q4 2022.

Sargent Bickham Lagudis held 338,313 shares of Schwab US Broad Market ETF worth $5.05M as of Q4 2022.
Sargent Bickham Lagudis sold 6,645 Schwab US Broad Market ETF shares in Q4 2022, an estimated $99.9K.
Schwab US Broad Market ETF made up 0.41% of Sargent Bickham Lagudis's portfolio in Q4 2022, its #53 holding.
Sargent Bickham Lagudis first reported a position in Schwab US Broad Market ETF in Q1 2016 and has held it in 28 quarters since.
Sargent Bickham Lagudis's Schwab US Broad Market ETF position peaked at $8.46M in Q4 2021.
932 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q4 2022.

Based on Sargent Bickham Lagudis's 13F filing for Q4 2022, filed 23 Jan 2023.