Sargent Bickham Lagudis’s Schwab US Mid-Cap ETF SCHM Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q4	$3.86M	Buy	176,583 +2,145	+1%	+$47K	0.32%	68
2022 Q3	$3.52M	Sell	174,438 -1,380	-0.8%	-$30.8K	0.31%	64
2022 Q2	$3.68M	Sell	175,818 -72	-0%	-$1.66K	0.32%	70
2022 Q1	$4.45M	Sell	175,890 -3,510	-2%	-$88K	0.35%	59
2021 Q4	$4.81M	Buy	179,400 +4,536	+3%	+$121K	0.36%	60
2021 Q3	$4.47M	Sell	174,864 -4,272	-2%	-$112K	0.36%	62
2021 Q2	$4.67M	Sell	179,136 -5,130	-3%	-$133K	0.38%	59
2021 Q1	$4.57M	Buy	184,266 +42,318	+30%	+$1.03M	0.4%	58
2020 Q4	$3.23M	Sell	141,948 -11,871	-8%	-$248K	0.3%	72
2020 Q3	$2.85M	Sell	153,819 -5,130	-3%	-$95K	0.29%	71
2020 Q2	$2.79M	Buy	158,949 +8,022	+5%	+$131K	0.3%	72
2020 Q1	$2.12M	Buy	150,927 +41,475	+38%	+$759K	0.27%	77
2019 Q4	$2.19M	Sell	109,452 -531	-0.5%	-$10.3K	0.24%	83
2019 Q3	$2.07M	Buy	109,983 +11,850	+12%	+$224K	0.25%	81
2019 Q2	$1.87M	Buy	98,133 +50,391	+106%	+$943K	0.22%	85
2019 Q1	$881K	Sell	47,742 -504	-1%	-$9.01K	0.1%	124
2018 Q4	$771K	Buy	48,246 +40,710	+540%	+$711K	0.1%	122
2018 Q3	$145K	Sell	7,536 -54	-0.7%	-$1.03K	0.02%	238
2018 Q2	$139K	Buy	7,590 +606	+9%	+$11K	0.02%	241
2018 Q1	$123K	Buy	6,984 +438	+7%	+$7.87K	0.02%	254
2017 Q4	$116K	Sell	6,546 -546	-8%	-$9.42K	0.01%	266
2017 Q3	$118K	Buy	7,092 +651	+10%	+$10.6K	0.01%	268
2017 Q2	$103K	Sell	6,441 -858	-12%	-$13.6K	0.01%	267
2017 Q1	$115K	Sell	7,299 -4,929	-40%	-$76.8K	0.01%	257
2016 Q4	$184K	Buy	12,228 +6,396	+110%	+$93.6K	0.03%	208
2016 Q3	$85K	Sell	5,832 -132	-2%	-$1.91K	0.01%	283
2016 Q2	$84K	Sell	5,964 -7,614	-56%	-$105K	0.01%	283
2016 Q1	$184K	Buy	+13,578	New	+$171K	0.03%	213

Other funds holding SCHM

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

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

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

PCIA

Prime Capital Investment Advisors Overland Park, Kansas $10.3B AUM 25.54% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

BBA

BLB&B Advisors Montgomeryville, Pennsylvania $2.73B AUM 25.76% 1-Year Est. Return

Advisory Alpha Holland, Michigan $4.08B AUM 20.62% 1-Year Est. Return

LWMT

Legacy Wealth Management (Tennessee) Memphis, Tennessee $1.91B AUM 17.42% 1-Year Est. Return

HSA

HBK Sorce Advisory Erie, Pennsylvania $5.27B AUM 19.34% 1-Year Est. Return

MGIA

Moneta Group Investment Advisors St Louis, Missouri $13.5B AUM 24.62% 1-Year Est. Return

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

Sargent Bickham Lagudis increased its Schwab US Mid-Cap ETF (SCHM) stake by 1.2% in Q4 2022, buying an estimated $47K and bringing the position to 176,583 shares worth $3.86M. The position accounts for 0.32% of the portfolio, ranked #68.

Sargent Bickham Lagudis first reported a position in SCHM in Q1 2016 and has held it in 28 quarters since. The position peaked at $4.81M in Q4 2021. 777 funds tracked by Wall St. Rank hold SCHM as of Q4 2022.

Sargent Bickham Lagudis held 176,583 shares of Schwab US Mid-Cap ETF worth $3.86M as of Q4 2022.
Sargent Bickham Lagudis bought 2,145 Schwab US Mid-Cap ETF shares in Q4 2022, an estimated $47K.
Schwab US Mid-Cap ETF made up 0.32% of Sargent Bickham Lagudis's portfolio in Q4 2022, its #68 holding.
Sargent Bickham Lagudis first reported a position in Schwab US Mid-Cap ETF in Q1 2016 and has held it in 28 quarters since.
Sargent Bickham Lagudis's Schwab US Mid-Cap ETF position peaked at $4.81M in Q4 2021.
777 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q4 2022.

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