Sargent Bickham Lagudis’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q4	$497K	Sell	35,784 -86,776	-71%	-$1.25M	0.04%	184
2022 Q3	$1.71M	Buy	122,560 +76,680	+167%	+$1.2M	0.15%	108
2022 Q2	$665K	Sell	45,880 -61,904	-57%	-$990K	0.06%	159
2022 Q1	$2.02M	Sell	107,784 -165,008	-60%	-$3.01M	0.16%	107
2021 Q4	$5.58M	Sell	272,792 -73,648	-21%	-$1.47M	0.42%	52
2021 Q3	$6.41M	Buy	346,440 +209,440	+153%	+$3.99M	0.52%	47
2021 Q2	$2.5M	Buy	137,000 +19,968	+17%	+$345K	0.2%	95
2021 Q1	$1.9M	Sell	117,032 -138,408	-54%	-$2.25M	0.17%	99
2020 Q4	$4.1M	Sell	255,440 -118,976	-32%	-$1.8M	0.38%	62
2020 Q3	$5.39M	Buy	374,416 +115,816	+45%	+$1.61M	0.54%	44
2020 Q2	$3.28M	Sell	258,600 -77,080	-23%	-$899K	0.35%	64
2020 Q1	$3.34M	Sell	335,680 -23,184	-6%	-$264K	0.43%	54
2019 Q4	$4.17M	Buy	358,864 +147,400	+70%	+$1.62M	0.46%	49
2019 Q3	$2.22M	Sell	211,464 -3,400	-2%	-$35.8K	0.27%	78
2019 Q2	$2.23M	Sell	214,864 -6,200	-3%	-$63K	0.27%	77
2019 Q1	$2.19M	Buy	221,064 +118,528	+116%	+$1.12M	0.25%	81
2018 Q4	$883K	Sell	102,536 -596,416	-85%	-$5.56M	0.11%	116
2018 Q3	$7.17M	Sell	698,952 -258,216	-27%	-$2.57M	0.85%	25
2018 Q2	$9.07M	Sell	957,168 -2,856	-0.3%	-$26.6K	1.12%	19
2018 Q1	$8.61M	Buy	960,024 +443,504	+86%	+$4.09M	1.07%	18
2017 Q4	$4.57M	Sell	516,520 -120,456	-19%	-$1.04M	0.54%	44
2017 Q3	$5.26M	Buy	636,976 +185,120	+41%	+$1.5M	0.65%	36
2017 Q2	$3.57M	Sell	451,856 -292,096	-39%	-$2.28M	0.45%	59
2017 Q1	$5.62M	Buy	743,952 +334,432	+82%	+$2.47M	0.73%	27
2016 Q4	$2.86M	Sell	409,520 -86,016	-17%	-$595K	0.44%	64
2016 Q3	$3.44K	Buy	495,536 +74,872	+18%	+$514K	0.52%	59
2016 Q2	$2.76M	Buy	420,664 +158,464	+60%	+$1.04M	0.43%	69
2016 Q1	$1.72M	Buy	+262,200	New	+$1.63M	0.28%	84

Other funds holding SCHG

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

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

SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

APP

Avantax Planning Partners Dubuque, Iowa $3.64B AUM 14.73% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

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

Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

FEG

Fund Evaluation Group Cincinnati, Ohio $3.25B AUM 14.16% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

FPCG

Fort Pitt Capital Group Pittsburgh, Pennsylvania $3.55B AUM 34.86% 1-Year Est. Return

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

Sargent Bickham Lagudis reduced its Schwab US Large-Cap Growth ETF (SCHG) stake by 71% in Q4 2022, selling an estimated $1.25M and leaving 35,784 shares worth $497K. The position accounts for 0.04% of the portfolio, ranked #184.

Sargent Bickham Lagudis first reported a position in SCHG in Q1 2016 and has held it in 28 quarters since. The position peaked at $9.07M in Q2 2018. 861 funds tracked by Wall St. Rank hold SCHG as of Q4 2022.

Sargent Bickham Lagudis held 35,784 shares of Schwab US Large-Cap Growth ETF worth $497K as of Q4 2022.
Sargent Bickham Lagudis sold 86,776 Schwab US Large-Cap Growth ETF shares in Q4 2022, an estimated $1.25M.
Schwab US Large-Cap Growth ETF made up 0.04% of Sargent Bickham Lagudis's portfolio in Q4 2022, its #184 holding.
Sargent Bickham Lagudis first reported a position in Schwab US Large-Cap Growth ETF in Q1 2016 and has held it in 28 quarters since.
Sargent Bickham Lagudis's Schwab US Large-Cap Growth ETF position peaked at $9.07M in Q2 2018.
861 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q4 2022.

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