Sargent Bickham Lagudis’s Schwab International Small-Cap Equity ETF SCHC Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q4	$48K	Buy	1,525 +157	+11%	+$4.78K	﹤0.01%	446
2022 Q3	$38K	Buy	1,368 +3	+0.2%	+$94	﹤0.01%	461
2022 Q2	$42K	Buy	1,365 +4	+0.3%	+$139	﹤0.01%	457
2022 Q1	$52K	Sell	1,361 -84	-6%	-$3.21K	﹤0.01%	446
2021 Q4	$59K	Buy	1,445 +151	+12%	+$6.3K	﹤0.01%	426
2021 Q3	$54K	Buy	1,294 +192	+17%	+$8.16K	﹤0.01%	431
2021 Q2	$46K	Buy	1,102 +84	+8%	+$3.51K	﹤0.01%	468
2021 Q1	$40K	Sell	1,018 -166	-14%	-$6.47K	﹤0.01%	477
2020 Q4	$45K	Buy	1,184 +223	+23%	+$7.79K	﹤0.01%	447
2020 Q3	$31K	Sell	961 -13	-1%	-$415	﹤0.01%	450
2020 Q2	$29K	Buy	974 +3	+0.3%	+$83	﹤0.01%	438
2020 Q1	$24K	Buy	971 +202	+26%	+$6.21K	﹤0.01%	434
2019 Q4	$27K	Sell	769 -38,425	-98%	-$1.28M	﹤0.01%	480
2019 Q3	$1.25M	Sell	39,194 -774	-2%	-$24.6K	0.15%	106
2019 Q2	$1.3M	Sell	39,968 -29,589	-43%	-$959K	0.16%	111
2019 Q1	$2.24M	Sell	69,557 -5,050	-7%	-$159K	0.26%	80
2018 Q4	$2.17M	Sell	74,607 -52,442	-41%	-$1.67M	0.28%	76
2018 Q3	$4.53M	Sell	127,049 -4,519	-3%	-$161K	0.54%	45
2018 Q2	$4.75M	Sell	131,568 -5,604	-4%	-$207K	0.59%	37
2018 Q1	$5.01M	Buy	137,172 +82,813	+152%	+$3.08M	0.62%	36
2017 Q4	$1.99M	Buy	54,359 +1,220	+2%	+$44.2K	0.24%	91
2017 Q3	$1.9M	Buy	53,139 +11,253	+27%	+$390K	0.24%	96
2017 Q2	$1.41M	Buy	41,886 +1,255	+3%	+$41.1K	0.18%	108
2017 Q1	$1.27M	Buy	40,631 +38,638	+1,939%	+$1.18M	0.16%	115
2016 Q4	$58K	Buy	1,993 +23	+1%	+$680	0.01%	316
2016 Q3	$61	Sell	1,970 -122	-6%	-$3.68K	0.01%	314
2016 Q2	$60K	Hold	2,092	–	–	0.01%	316
2016 Q1	$61K	Buy	+2,092	New	+$56.8K	0.01%	334

Other funds holding SCHC

CSIA

Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return

Advisory Alpha Holland, Michigan $3.66B AUM 14.99% 1-Year Est. Return

Mather Group Chicago, Illinois $10B AUM 15.14% 1-Year Est. Return

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

Sargent Bickham Lagudis increased its Schwab International Small-Cap Equity ETF (SCHC) stake by 11% in Q4 2022, buying an estimated $4.78K and bringing the position to 1,525 shares worth $48K. The position accounts for ﹤0.01% of the portfolio, ranked #446.

Sargent Bickham Lagudis first reported a position in SCHC in Q1 2016 and has held it in 28 quarters since. The position peaked at $5.01M in Q1 2018. 371 funds tracked by Wall St. Rank hold SCHC as of Q4 2022.

Sargent Bickham Lagudis held 1,525 shares of Schwab International Small-Cap Equity ETF worth $48K as of Q4 2022.
Sargent Bickham Lagudis bought 157 Schwab International Small-Cap Equity ETF shares in Q4 2022, an estimated $4.78K.
Schwab International Small-Cap Equity ETF made up ﹤0.01% of Sargent Bickham Lagudis's portfolio in Q4 2022, its #446 holding.
Sargent Bickham Lagudis first reported a position in Schwab International Small-Cap Equity ETF in Q1 2016 and has held it in 28 quarters since.
Sargent Bickham Lagudis's Schwab International Small-Cap Equity ETF position peaked at $5.01M in Q1 2018.
371 funds tracked by Wall St. Rank held Schwab International Small-Cap Equity ETF as of Q4 2022.

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