SBL
SCHF icon

Sargent Bickham Lagudis’s Schwab International Equity ETF SCHF Stock Holding History

Sargent Bickham Lagudis’s Portfolio SCHF Stock Details SCHF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q4 		$19.9M Buy
1,234,700
+197,440
+19% +$3.08M 1.63% 13
2022
Q3 		$14.6M Sell
1,037,260
-113,420
-10% -$1.78M 1.3% 18
2022
Q2 		$18.1M Buy
1,150,680
+158,660
+16% +$2.7M 1.56% 14
2022
Q1 		$18.2M Buy
992,020
+295,324
+42% +$5.49M 1.42% 17
2021
Q4 		$13.5M Sell
696,696
-248
-0% -$4.87K 1.02% 23
2021
Q3 		$13.5M Sell
696,944
-150,562
-18% -$2.99M 1.1% 19
2021
Q2 		$16.7M Buy
847,506
+35,380
+4% +$699K 1.36% 14
2021
Q1 		$15.3M Buy
812,126
+66,990
+9% +$1.25M 1.35% 14
2020
Q4 		$13.4M Buy
745,136
+168,564
+29% +$2.84M 1.24% 15
2020
Q3 		$9.05M Sell
576,572
-133,086
-19% -$2.09M 0.91% 21
2020
Q2 		$10.6M Sell
709,658
-106,730
-13% -$1.5M 1.13% 16
2020
Q1 		$10.5M Buy
816,388
+230,118
+39% +$3.54M 1.36% 15
2019
Q4 		$9.86M Sell
586,270
-3,376
-0.6% -$55.6K 1.09% 16
2019
Q3 		$9.39M Sell
589,646
-92,460
-14% -$1.45M 1.13% 17
2019
Q2 		$10.9M Buy
682,106
+103,296
+18% +$1.63M 1.3% 15
2019
Q1 		$9.06M Buy
578,810
+6,130
+1% +$93.5K 1.05% 21
2018
Q4 		$8.12M Buy
572,680
+322,888
+129% +$4.94M 1.05% 20
2018
Q3 		$4.19M Buy
249,792
+27,988
+13% +$466K 0.5% 51
2018
Q2 		$3.67M Buy
221,804
+43,478
+24% +$739K 0.45% 56
2018
Q1 		$3.01M Sell
178,326
-49,596
-22% -$854K 0.37% 60
2017
Q4 		$3.88M Sell
227,922
-117,370
-34% -$2M 0.46% 59
2017
Q3 		$5.78M Buy
345,292
+208,244
+152% +$3.4M 0.72% 30
2017
Q2 		$2.18M Buy
137,048
+8,592
+7% +$133K 0.28% 83
2017
Q1 		$1.92M Sell
128,456
-2,564
-2% -$37.2K 0.25% 92
2016
Q4 		$1.81M Buy
131,020
+130,618
+32,492% +$1.83M 0.28% 87
2016
Q3 		$3.47K Sell
402
-83,732
-100% -$1.18M 0.52% 57
2016
Q2 		$1.14M Sell
84,134
-2,620
-3% -$35.9K 0.18% 108
2016
Q1 		$1.18M Buy
+86,754
New +$1.13M 0.19% 107

Other funds holding SCHF

Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
PCA
Personal Capital Advisors Redwood City, California $20.6B AUM 13.65% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
LW
Libra Wealth Los Gatos, California $355M AUM 17.36% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

Sargent Bickham Lagudis increased its Schwab International Equity ETF (SCHF) stake by 19% in Q4 2022, buying an estimated $3.08M and bringing the position to 1,234,700 shares worth $19.9M. The position accounts for 1.63% of the portfolio, ranked #13.

Sargent Bickham Lagudis first reported a position in SCHF in Q1 2016 and has held it in 28 quarters since. 982 funds tracked by Wall St. Rank hold SCHF as of Q4 2022.

  • Sargent Bickham Lagudis held 1,234,700 shares of Schwab International Equity ETF worth $19.9M as of Q4 2022.
  • Sargent Bickham Lagudis bought 197,440 Schwab International Equity ETF shares in Q4 2022, an estimated $3.08M.
  • Schwab International Equity ETF made up 1.63% of Sargent Bickham Lagudis's portfolio in Q4 2022, its #13 holding.
  • Sargent Bickham Lagudis first reported a position in Schwab International Equity ETF in Q1 2016 and has held it in 28 quarters since.
  • 982 funds tracked by Wall St. Rank held Schwab International Equity ETF as of Q4 2022.

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