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Sargent Bickham Lagudis’s Schwab US REIT ETF SCHH Stock Holding History

Sargent Bickham Lagudis’s Portfolio SCHH Stock Details SCHH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q4 		$17.3K Buy
898
+139
+18% +$2.67K ﹤0.01% 636
2022
Q3 		$15K Hold
759
– – ﹤0.01% 631
2022
Q2 		$17K Hold
759
– – ﹤0.01% 619
2022
Q1 		$19K Buy
759
+279
+58% +$6.73K ﹤0.01% 616
2021
Q4 		$13K Sell
480
-1,198
-71% -$29.5K ﹤0.01% 675
2021
Q3 		$38K Buy
1,678
+1,200
+251% +$28.6K ﹤0.01% 500
2021
Q2 		$11K Buy
478
+122
+34% +$2.71K ﹤0.01% 704
2021
Q1 		$7K Hold
356
– – ﹤0.01% 762
2020
Q4 		$7K Hold
356
– – ﹤0.01% 705
2020
Q3 		$6K Hold
356
– – ﹤0.01% 652
2020
Q2 		$6K Hold
356
– – ﹤0.01% 632
2020
Q1 		$6K Buy
356
+322
+947% +$6.87K ﹤0.01% 625
2019
Q4 		$1K Buy
+34
New +$792 ﹤0.01% 824
2019
Q3 		– Sell
-872
Closed -$19K – 769
2019
Q2 		$19K Buy
872
+110
+14% +$2.46K ﹤0.01% 499
2019
Q1 		$17K Buy
762
+2
+0.3% +$42 ﹤0.01% 539
2018
Q4 		$15K Buy
760
+16
+2% +$327 ﹤0.01% 531
2018
Q3 		$16K Sell
744
-4,434
-86% -$93.7K ﹤0.01% 539
2018
Q2 		$108K Hold
5,178
– – 0.01% 265
2018
Q1 		$99K Buy
5,178
+144
+3% +$2.78K 0.01% 272
2017
Q4 		$105K Buy
5,034
+1,176
+30% +$24.4K 0.01% 274
2017
Q3 		$79K Buy
3,858
+100
+3% +$2.06K 0.01% 304
2017
Q2 		$77K Sell
3,758
-490
-12% -$10.1K 0.01% 301
2017
Q1 		$87K Sell
4,248
-1,906
-31% -$39K 0.01% 284
2016
Q4 		$126K Sell
6,154
-1,908
-24% -$38.3K 0.02% 243
2016
Q3 		$172K Buy
8,062
+12
+0.1% +$263 0.03% 213
2016
Q2 		$175K Buy
8,050
+5,052
+169% +$104K 0.03% 216
2016
Q1 		$62K Buy
+2,998
New +$57.7K 0.01% 328

Other funds holding SCHH

CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
MGIA
Moneta Group Investment Advisors St Louis, Missouri $13.5B AUM 24.62% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
RA
Rational Advisors Huntington, New York $1.09B AUM 11.58% 1-Year Est. Return

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

Sargent Bickham Lagudis increased its Schwab US REIT ETF (SCHH) stake by 18% in Q4 2022, buying an estimated $2.67K and bringing the position to 898 shares worth $17.3K. The position accounts for ﹤0.01% of the portfolio, ranked #636.

Sargent Bickham Lagudis first reported a position in SCHH in Q1 2016 and has held it in 27 quarters since. The position peaked at $175K in Q2 2016. 487 funds tracked by Wall St. Rank hold SCHH as of Q4 2022.

  • Sargent Bickham Lagudis held 898 shares of Schwab US REIT ETF worth $17.3K as of Q4 2022.
  • Sargent Bickham Lagudis bought 139 Schwab US REIT ETF shares in Q4 2022, an estimated $2.67K.
  • Schwab US REIT ETF made up ﹤0.01% of Sargent Bickham Lagudis's portfolio in Q4 2022, its #636 holding.
  • Sargent Bickham Lagudis first reported a position in Schwab US REIT ETF in Q1 2016 and has held it in 27 quarters since.
  • Sargent Bickham Lagudis's Schwab US REIT ETF position peaked at $175K in Q2 2016.
  • 487 funds tracked by Wall St. Rank held Schwab US REIT ETF as of Q4 2022.

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