SBL
SCHV

Sargent Bickham Lagudis’s Schwab US Large-Cap Value ETF SCHV Stock Holding History

Sargent Bickham Lagudis’s Portfolio SCHV Stock Details SCHV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q4 		$18.1M Sell
823,530
-2,946
-0.4% -$63.8K 1.49% 17
2022
Q3 		$16.1M Sell
826,476
-251,922
-23% -$5.42M 1.44% 15
2022
Q2 		$22.4M Sell
1,078,398
-23,325
-2% -$524K 1.94% 12
2022
Q1 		$26.2M Buy
1,101,723
+656,811
+148% +$15.5M 2.04% 10
2021
Q4 		$10.9M Buy
444,912
+27,990
+7% +$663K 0.82% 26
2021
Q3 		$9.38M Sell
416,922
-16,221
-4% -$375K 0.76% 29
2021
Q2 		$9.87M Buy
433,143
+349,038
+415% +$7.92M 0.8% 29
2021
Q1 		$1.83M Buy
84,105
+57,492
+216% +$1.2M 0.16% 101
2020
Q4 		$528K Sell
26,613
-1,935
-7% -$36.2K 0.05% 152
2020
Q3 		$497K Sell
28,548
-6,255
-18% -$109K 0.05% 141
2020
Q2 		$581K Sell
34,803
-25,965
-43% -$424K 0.06% 130
2020
Q1 		$897K Sell
60,768
-11,043
-15% -$202K 0.12% 121
2019
Q4 		$1.44M Sell
71,811
-5,745
-7% -$111K 0.16% 99
2019
Q3 		$1.47M Sell
77,556
-4,371
-5% -$81.8K 0.18% 103
2019
Q2 		$1.53M Sell
81,927
-33,570
-29% -$621K 0.18% 99
2019
Q1 		$2.11M Sell
115,497
-297,198
-72% -$5.27M 0.24% 84
2018
Q4 		$6.78M Buy
+412,695
New +$7.3M 0.88% 25
2018
Q2 		– Sell
-207
Closed -$4K – 793
2018
Q1 		$4K Buy
+207
New +$3.79K ﹤0.01% 687
2017
Q2 		– Sell
-522
Closed -$9K – 803
2017
Q1 		$9K Buy
+522
New +$8.58K ﹤0.01% 609
2016
Q4 		– Sell
-10,191
Closed -$978K – 745
2016
Q3 		$978K Sell
10,191
-409,233
-98% -$6.24M 0.15% 116
2016
Q2 		$6.26M Buy
419,424
+32,748
+8% +$479K 0.97% 19
2016
Q1 		$5.57M Buy
+386,676
New +$5.29M 0.9% 21

Other funds holding SCHV

Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
APP
Avantax Planning Partners Dubuque, Iowa $4.02B AUM 20% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return

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

Sargent Bickham Lagudis reduced its Schwab US Large-Cap Value ETF (SCHV) stake by 0.36% in Q4 2022, selling an estimated $63.8K and leaving 823,530 shares worth $18.1M. The position accounts for 1.49% of the portfolio, ranked #17.

Sargent Bickham Lagudis first reported a position in SCHV in Q1 2016 and has held it in 22 quarters since. The position peaked at $26.2M in Q1 2022. 698 funds tracked by Wall St. Rank hold SCHV as of Q4 2022.

  • Sargent Bickham Lagudis held 823,530 shares of Schwab US Large-Cap Value ETF worth $18.1M as of Q4 2022.
  • Sargent Bickham Lagudis sold 2,946 Schwab US Large-Cap Value ETF shares in Q4 2022, an estimated $63.8K.
  • Schwab US Large-Cap Value ETF made up 1.49% of Sargent Bickham Lagudis's portfolio in Q4 2022, its #17 holding.
  • Sargent Bickham Lagudis first reported a position in Schwab US Large-Cap Value ETF in Q1 2016 and has held it in 22 quarters since.
  • Sargent Bickham Lagudis's Schwab US Large-Cap Value ETF position peaked at $26.2M in Q1 2022.
  • 698 funds tracked by Wall St. Rank held Schwab US Large-Cap Value ETF as of Q4 2022.

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