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

Sargent Bickham Lagudis’s Portfolio SCHX Stock Details SCHX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q4 		$3.42M Sell
227,535
-18,216
-7% -$276K 0.28% 76
2022
Q3 		$3.47M Buy
245,751
+38,205
+18% +$599K 0.31% 66
2022
Q2 		$3.09M Sell
207,546
-32,139
-13% -$521K 0.27% 86
2022
Q1 		$4.3M Sell
239,685
-99,039
-29% -$1.75M 0.33% 64
2021
Q4 		$6.43M Sell
338,724
-56,298
-14% -$1.04M 0.48% 47
2021
Q3 		$6.85M Buy
395,022
+45,450
+13% +$811K 0.56% 42
2021
Q2 		$6.06M Buy
349,572
+90,246
+35% +$1.52M 0.49% 47
2021
Q1 		$4.15M Buy
259,326
+64,140
+33% +$1M 0.37% 62
2020
Q4 		$2.96M Sell
195,186
-242,058
-55% -$3.46M 0.27% 75
2020
Q3 		$5.88M Buy
437,244
+35,808
+9% +$476K 0.59% 38
2020
Q2 		$4.96M Buy
401,436
+12,810
+3% +$149K 0.53% 44
2020
Q1 		$3.97M Sell
388,626
-176,688
-31% -$2.15M 0.51% 44
2019
Q4 		$7.24M Buy
565,314
+130,398
+30% +$1.6M 0.8% 23
2019
Q3 		$5.14M Buy
434,916
+47,154
+12% +$556K 0.62% 32
2019
Q2 		$4.54M Sell
387,762
-2,280
-0.6% -$26.2K 0.54% 42
2019
Q1 		$4.39M Buy
390,042
+203,574
+109% +$2.21M 0.51% 45
2018
Q4 		$1.85M Sell
186,468
-550,458
-75% -$5.91M 0.24% 85
2018
Q3 		$8.54M Buy
736,926
+67,272
+10% +$765K 1.01% 21
2018
Q2 		$7.25M Buy
669,654
+16,488
+3% +$178K 0.9% 25
2018
Q1 		$6.87M Buy
653,166
+18,156
+3% +$197K 0.86% 25
2017
Q4 		$6.75M Buy
635,010
+232,962
+58% +$2.41M 0.81% 26
2017
Q3 		$4.02M Buy
402,048
+138,492
+53% +$1.36M 0.5% 51
2017
Q2 		$2.54M Sell
263,556
-322,026
-55% -$3.07M 0.32% 71
2017
Q1 		$5.49M Buy
585,582
+35,994
+7% +$333K 0.71% 29
2016
Q4 		$4.88M Buy
549,588
+291,414
+113% +$2.53M 0.75% 31
2016
Q3 		$2.22K Sell
258,174
-352,416
-58% -$3.02M 0.33% 78
2016
Q2 		$5.07M Buy
610,590
+12,222
+2% +$100K 0.79% 30
2016
Q1 		$4.87M Buy
+598,368
New +$4.62M 0.78% 31

Other funds holding SCHX

CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
HSA
HBK Sorce Advisory Erie, Pennsylvania $5.05B AUM 16.64% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
SFG
Sage Financial Group W. Conshohocken, Pennsylvania $1.54B AUM 16.9% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
MGIA
Moneta Group Investment Advisors St Louis, Missouri $13.3B AUM 18.65% 1-Year Est. Return

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

Sargent Bickham Lagudis reduced its Schwab US Large- Cap ETF (SCHX) stake by 7.4% in Q4 2022, selling an estimated $276K and leaving 227,535 shares worth $3.42M. The position accounts for 0.28% of the portfolio, ranked #76.

Sargent Bickham Lagudis first reported a position in SCHX in Q1 2016 and has held it in 28 quarters since. The position peaked at $8.54M in Q3 2018. 1,035 funds tracked by Wall St. Rank hold SCHX as of Q4 2022.

  • Sargent Bickham Lagudis held 227,535 shares of Schwab US Large- Cap ETF worth $3.42M as of Q4 2022.
  • Sargent Bickham Lagudis sold 18,216 Schwab US Large- Cap ETF shares in Q4 2022, an estimated $276K.
  • Schwab US Large- Cap ETF made up 0.28% of Sargent Bickham Lagudis's portfolio in Q4 2022, its #76 holding.
  • Sargent Bickham Lagudis first reported a position in Schwab US Large- Cap ETF in Q1 2016 and has held it in 28 quarters since.
  • Sargent Bickham Lagudis's Schwab US Large- Cap ETF position peaked at $8.54M in Q3 2018.
  • 1,035 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q4 2022.

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