Sargent Bickham Lagudis’s Schwab Intermediately-Term US Treasury ETF SCHR Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q4	$3.59K	Buy	+146	New	+$3.59K	﹤0.01%	840
2022 Q1	–	Sell	-178	Closed	-$5K	–	1008
2021 Q4	$5K	Sell	178 -9,866	-98%	-$278K	﹤0.01%	802
2021 Q3	$285K	Buy	10,044 +178	+2%	+$5.09K	0.02%	213
2021 Q2	$281K	Hold	9,866	–	–	0.02%	219
2021 Q1	$278K	Sell	9,866 -936	-9%	-$26.8K	0.02%	209
2020 Q4	$314K	Buy	10,802 +44	+0.4%	+$1.28K	0.03%	191
2020 Q3	$316K	Buy	10,758 +1,000	+10%	+$29.4K	0.03%	176
2020 Q2	$287K	Sell	9,758 -50	-0.5%	-$1.47K	0.03%	174
2020 Q1	$288K	Sell	9,808 -52	-0.5%	-$1.47K	0.04%	174
2019 Q4	$271K	Sell	9,860 -60	-0.6%	-$1.66K	0.03%	179
2019 Q3	$276K	Sell	9,920 -10	-0.1%	-$277	0.03%	169
2019 Q2	$273K	Buy	+9,930	New	+$268K	0.03%	180
2016 Q3	–	Sell	-20	Closed	-$1K	–	772
2016 Q2	$1K	Hold	20	–	–	﹤0.01%	691
2016 Q1	$1K	Buy	+20	New	+$547	﹤0.01%	707

Other funds holding SCHR

CSIA

Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

BWM

BerganKDV Wealth Management Bloomington, Minnesota $1,000M AUM 9.95% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

MAM

Madison Asset Management Madison, Wisconsin $8.06B AUM 11.81% 1-Year Est. Return

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

Sargent Bickham Lagudis opened a new position in Schwab Intermediately-Term US Treasury ETF (SCHR) in Q4 2022: 146 shares worth $3.59K. The stake represents ﹤0.01% of the portfolio and ranks #840 among its holdings. This is a return to the name: Sargent Bickham Lagudis previously reported a position in SCHR as recently as Q4 2021.

Sargent Bickham Lagudis first reported a position in SCHR in Q1 2016 and has held it in 14 quarters since. The position peaked at $316K in Q3 2020. 357 funds tracked by Wall St. Rank hold SCHR as of Q4 2022.

Sargent Bickham Lagudis held 146 shares of Schwab Intermediately-Term US Treasury ETF worth $3.59K as of Q4 2022.
Schwab Intermediately-Term US Treasury ETF was a new Sargent Bickham Lagudis position in Q4 2022.
Schwab Intermediately-Term US Treasury ETF made up ﹤0.01% of Sargent Bickham Lagudis's portfolio in Q4 2022, its #840 holding.
Sargent Bickham Lagudis first reported a position in Schwab Intermediately-Term US Treasury ETF in Q1 2016 and has held it in 14 quarters since.
Sargent Bickham Lagudis's Schwab Intermediately-Term US Treasury ETF position peaked at $316K in Q3 2020.
357 funds tracked by Wall St. Rank held Schwab Intermediately-Term US Treasury ETF as of Q4 2022.

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