Sargent Bickham Lagudis’s Schwab Emerging Markets Equity ETF SCHE Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q4	$822K	Sell	34,746 -19,851	-36%	-$462K	0.07%	142
2022 Q3	$1.22M	Sell	54,597 -17,447	-24%	-$431K	0.11%	120
2022 Q2	$1.83M	Sell	72,044 -9,568	-12%	-$250K	0.16%	119
2022 Q1	$2.27M	Buy	81,612 +40,991	+101%	+$1.19M	0.18%	100
2021 Q4	$1.2M	Buy	40,621 +934	+2%	+$28.5K	0.09%	122
2021 Q3	$1.21M	Sell	39,687 -201	-0.5%	-$6.28K	0.1%	121
2021 Q2	$1.31M	Sell	39,888 -122,586	-75%	-$3.98M	0.11%	116
2021 Q1	$5.16M	Sell	162,474 -17,868	-10%	-$582K	0.45%	54
2020 Q4	$5.53M	Buy	180,342 +50,181	+39%	+$1.46M	0.51%	50
2020 Q3	$3.48M	Buy	130,161 +93,097	+251%	+$2.49M	0.35%	62
2020 Q2	$902K	Sell	37,064 -200,990	-84%	-$4.57M	0.1%	116
2020 Q1	$4.92M	Buy	238,054 +131,971	+124%	+$3.3M	0.63%	33
2019 Q4	$2.9M	Sell	106,083 -3,108	-3%	-$81.9K	0.32%	72
2019 Q3	$2.74M	Sell	109,191 -30,356	-22%	-$772K	0.33%	67
2019 Q2	$3.66M	Sell	139,547 -77,292	-36%	-$2M	0.44%	53
2019 Q1	$5.64M	Buy	216,839 +75,930	+54%	+$1.92M	0.65%	33
2018 Q4	$3.32M	Buy	140,909 +19,741	+16%	+$478K	0.43%	58
2018 Q3	$3.12M	Sell	121,168 -301,578	-71%	-$7.81M	0.37%	66
2018 Q2	$10.9M	Sell	422,746 -284,447	-40%	-$7.82M	1.36%	16
2018 Q1	$20.3M	Buy	707,193 +253,228	+56%	+$7.42M	2.53%	9
2017 Q4	$12.7M	Sell	453,965 -95,729	-17%	-$2.64M	1.51%	14
2017 Q3	$14.8M	Buy	549,694 +248,452	+82%	+$6.58M	1.84%	10
2017 Q2	$7.49M	Buy	301,242 +95,559	+46%	+$2.35M	0.95%	20
2017 Q1	$4.93M	Buy	205,683 +66,741	+48%	+$1.55M	0.64%	35
2016 Q4	$3M	Sell	138,942 -50,895	-27%	-$1.14M	0.46%	60
2016 Q3	$4.38M	Buy	189,837 +78,712	+71%	+$1.78M	0.66%	38
2016 Q2	$2.37M	Sell	111,125 -16,627	-13%	-$342K	0.37%	79
2016 Q1	$2.65M	Buy	+127,752	New	+$2.4M	0.43%	66

Other funds holding SCHE

CSIA

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

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

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

Sargent Bickham Lagudis reduced its Schwab Emerging Markets Equity ETF (SCHE) stake by 36% in Q4 2022, selling an estimated $462K and leaving 34,746 shares worth $822K. The position accounts for 0.07% of the portfolio, ranked #142.

Sargent Bickham Lagudis first reported a position in SCHE in Q1 2016 and has held it in 28 quarters since. The position peaked at $20.3M in Q1 2018. 712 funds tracked by Wall St. Rank hold SCHE as of Q4 2022.

Sargent Bickham Lagudis held 34,746 shares of Schwab Emerging Markets Equity ETF worth $822K as of Q4 2022.
Sargent Bickham Lagudis sold 19,851 Schwab Emerging Markets Equity ETF shares in Q4 2022, an estimated $462K.
Schwab Emerging Markets Equity ETF made up 0.07% of Sargent Bickham Lagudis's portfolio in Q4 2022, its #142 holding.
Sargent Bickham Lagudis first reported a position in Schwab Emerging Markets Equity ETF in Q1 2016 and has held it in 28 quarters since.
Sargent Bickham Lagudis's Schwab Emerging Markets Equity ETF position peaked at $20.3M in Q1 2018.
712 funds tracked by Wall St. Rank held Schwab Emerging Markets Equity ETF as of Q4 2022.

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