SBL
Sargent Bickham Lagudis’s Schwab US Large- Cap ETF SCHX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | $3.42M | Sell |
75,845
-6,072
| -7% | -$274K | 0.28% | 76 |
|
|
2022
Q3 | $3.47M | Buy |
81,917
+12,735
| +18% | +$539K | 0.31% | 66 |
|
|
2022
Q2 | $3.09M | Sell |
69,182
-10,713
| -13% | -$478K | 0.27% | 86 |
|
|
2022
Q1 | $4.3M | Buy |
79,895
+23,441
| +42% | +$1.26M | 0.33% | 64 |
|
|
2021
Q4 | $6.43M | Sell |
56,454
-9,383
| -14% | -$1.07M | 0.48% | 47 |
|
|
2021
Q3 | $6.85M | Buy |
65,837
+7,575
| +13% | +$788K | 0.56% | 42 |
|
|
2021
Q2 | $6.06M | Buy |
58,262
+15,041
| +35% | +$1.56M | 0.49% | 47 |
|
|
2021
Q1 | $4.15M | Buy |
43,221
+10,690
| +33% | +$1.03M | 0.37% | 62 |
|
|
2020
Q4 | $2.96M | Sell |
32,531
-40,343
| -55% | -$3.67M | 0.27% | 75 |
|
|
2020
Q3 | $5.88M | Buy |
72,874
+5,968
| +9% | +$481K | 0.59% | 38 |
|
|
2020
Q2 | $4.96M | Buy |
66,906
+2,135
| +3% | +$158K | 0.53% | 44 |
|
|
2020
Q1 | $3.97M | Sell |
64,771
-29,448
| -31% | -$1.8M | 0.51% | 44 |
|
|
2019
Q4 | $7.24M | Buy |
94,219
+21,733
| +30% | +$1.67M | 0.8% | 23 |
|
|
2019
Q3 | $5.14M | Buy |
72,486
+7,859
| +12% | +$557K | 0.62% | 32 |
|
|
2019
Q2 | $4.54M | Sell |
64,627
-380
| -0.6% | -$26.7K | 0.54% | 42 |
|
|
2019
Q1 | $4.4M | Buy |
65,007
+33,929
| +109% | +$2.29M | 0.51% | 45 |
|
|
2018
Q4 | $1.86M | Sell |
31,078
-91,743
| -75% | -$5.48M | 0.24% | 85 |
|
|
2018
Q3 | $8.54M | Buy |
122,821
+11,212
| +10% | +$780K | 1.01% | 21 |
|
|
2018
Q2 | $7.25M | Buy |
111,609
+2,748
| +3% | +$179K | 0.9% | 25 |
|
|
2018
Q1 | $6.87M | Buy |
108,861
+3,026
| +3% | +$191K | 0.86% | 25 |
|
|
2017
Q4 | $6.75M | Buy |
105,835
+38,827
| +58% | +$2.48M | 0.81% | 26 |
|
|
2017
Q3 | $4.02M | Buy |
67,008
+23,082
| +53% | +$1.39M | 0.5% | 51 |
|
|
2017
Q2 | $2.54M | Sell |
43,926
-53,671
| -55% | -$3.1M | 0.32% | 71 |
|
|
2017
Q1 | $5.49M | Buy |
97,597
+5,999
| +7% | +$338K | 0.71% | 29 |
|
|
2016
Q4 | $4.88M | Buy |
91,598
+48,569
| +113% | +$2.59M | 0.75% | 31 |
|
|
2016
Q3 | $2.22K | Sell |
43,029
-58,736
| -58% | -$3.03K | 0.33% | 78 |
|
|
2016
Q2 | $5.07M | Buy |
101,765
+2,037
| +2% | +$101K | 0.79% | 30 |
|
|
2016
Q1 | $4.87M | Buy |
+99,728
| New | +$4.87M | 0.78% | 31 |
|