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Sargent Bickham Lagudis’s Schwab US TIPS ETF SCHP Stock Holding History

Sargent Bickham Lagudis’s Portfolio SCHP Stock Details SCHP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q4 		$2.9K Buy
+112
New +$2.93K ﹤0.01% 867
2022
Q2 		– Sell
-1,748
Closed -$53K – 1119
2022
Q1 		$53K Sell
1,748
-234
-12% -$7.18K ﹤0.01% 440
2021
Q4 		$62K Hold
1,982
– – ﹤0.01% 418
2021
Q3 		$62K Sell
1,982
-66
-3% -$2.08K 0.01% 407
2021
Q2 		$64K Sell
2,048
-170
-8% -$5.27K 0.01% 411
2021
Q1 		$68K Sell
2,218
-422
-16% -$13K 0.01% 390
2020
Q4 		$82K Buy
2,640
+314
+13% +$9.64K 0.01% 354
2020
Q3 		$72K Hold
2,326
– – 0.01% 339
2020
Q2 		$70K Sell
2,326
-9,200
-80% -$273K 0.01% 318
2020
Q1 		$331K Sell
11,526
-816
-7% -$23.4K 0.04% 164
2019
Q4 		$349K Sell
12,342
-1,694
-12% -$48K 0.04% 167
2019
Q3 		$398K Buy
14,036
+1,994
+17% +$56.5K 0.05% 146
2019
Q2 		$339K Sell
12,042
-1,874
-13% -$51.9K 0.04% 166
2019
Q1 		$383K Sell
13,916
-3,232
-19% -$87.2K 0.04% 165
2018
Q4 		$457K Sell
17,148
-5,626
-25% -$150K 0.06% 142
2018
Q3 		$614K Buy
22,774
+8,212
+56% +$224K 0.07% 137
2018
Q2 		$400K Sell
14,562
-9,684
-40% -$264K 0.05% 147
2018
Q1 		$665K Sell
24,246
-157,398
-87% -$4.3M 0.08% 129
2017
Q4 		$5.03M Sell
181,644
-126,518
-41% -$3.5M 0.6% 37
2017
Q3 		$8.52M Sell
308,162
-11,286
-4% -$312K 1.06% 18
2017
Q2 		$8.79M Buy
319,448
+12,888
+4% +$357K 1.12% 16
2017
Q1 		$8.51M Buy
+306,560
New +$8.46M 1.1% 19

Other funds holding SCHP

CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
QCM
Quadratic Capital Management Greenwich, Connecticut $250M AUM 0.68% 1-Year Est. Return
PCA
Personal Capital Advisors Redwood City, California $20.6B AUM 13.65% 1-Year Est. Return
Temasek Holdings
Temasek Holdings Singapore $30.5B AUM 13.98% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $96.1B AUM 40.06% 1-Year Est. Return
EW
Evoke Wealth Los Angeles, California $5.57B AUM 23.85% 1-Year Est. Return

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

Sargent Bickham Lagudis opened a new position in Schwab US TIPS ETF (SCHP) in Q4 2022: 112 shares worth $2.9K. The stake represents ﹤0.01% of the portfolio and ranks #867 among its holdings. This is a return to the name: Sargent Bickham Lagudis previously reported a position in SCHP as recently as Q1 2022.

Sargent Bickham Lagudis first reported a position in SCHP in Q1 2017 and has held it in 22 quarters since. The position peaked at $8.79M in Q2 2017. 697 funds tracked by Wall St. Rank hold SCHP as of Q4 2022.

  • Sargent Bickham Lagudis held 112 shares of Schwab US TIPS ETF worth $2.9K as of Q4 2022.
  • Schwab US TIPS ETF was a new Sargent Bickham Lagudis position in Q4 2022.
  • Schwab US TIPS ETF made up ﹤0.01% of Sargent Bickham Lagudis's portfolio in Q4 2022, its #867 holding.
  • Sargent Bickham Lagudis first reported a position in Schwab US TIPS ETF in Q1 2017 and has held it in 22 quarters since.
  • Sargent Bickham Lagudis's Schwab US TIPS ETF position peaked at $8.79M in Q2 2017.
  • 697 funds tracked by Wall St. Rank held Schwab US TIPS ETF as of Q4 2022.

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