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Sargent Bickham Lagudis’s Schwab International Dividend Equity ETF SCHY Stock Holding History

Sargent Bickham Lagudis’s Portfolio SCHY Stock Details SCHY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q2 		– Sell
-2,131
Closed -$55K – 1120
2022
Q1 		$55K Sell
2,131
-2,130
-50% -$54.6K ﹤0.01% 435
2021
Q4 		$109K Buy
+4,261
New +$108K 0.01% 320

Other funds holding SCHY

JMPWA
JP Morgan Private Wealth Advisors San Francisco, California $35B AUM 24.26% 1-Year Est. Return
SAM
Summit Asset Management Memphis, Tennessee $719M AUM 13.76% 1-Year Est. Return
KBFS
Kohmann Bosshard Financial Services Fairlawn, Ohio $1.18B AUM 16.34% 1-Year Est. Return
MAM
McCarthy Asset Management Redwood Shores, California $192M AUM 10.3% 1-Year Est. Return
TWM
Tradition Wealth Management Edina, Minnesota $1.41B AUM 19.71% 1-Year Est. Return
FMC
First Merchants Corp Muncie, Indiana $2.84B AUM 15.58% 1-Year Est. Return
PMG
ProVise Management Group Clearwater, Florida $1.39B AUM 18.33% 1-Year Est. Return
CM
Columbus Macro New Castle, Pennsylvania $936M AUM 12.9% 1-Year Est. Return
BMCM
Bryn Mawr Capital Management Philadelphia, Pennsylvania $2.06B AUM 19.82% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Sargent Bickham Lagudis's SCHY Position: Q2 2022 in Review

Sargent Bickham Lagudis sold out of Schwab International Dividend Equity ETF (SCHY) in Q2 2022, closing a stake of 2,131 shares — an estimated $55K sold.

Sargent Bickham Lagudis first reported a position in SCHY in Q4 2021 and held it in 2 quarters. The position peaked at $109K in Q4 2021. 44 funds tracked by Wall St. Rank hold SCHY as of Q2 2022.

  • Sargent Bickham Lagudis reported no remaining Schwab International Dividend Equity ETF position as of Q2 2022 after selling out during the quarter.
  • Sargent Bickham Lagudis sold 2,131 Schwab International Dividend Equity ETF shares in Q2 2022, an estimated $55K.
  • Sargent Bickham Lagudis first reported a position in Schwab International Dividend Equity ETF in Q4 2021 and held it in 2 quarters.
  • Sargent Bickham Lagudis's Schwab International Dividend Equity ETF position peaked at $109K in Q4 2021.
  • 44 funds tracked by Wall St. Rank held Schwab International Dividend Equity ETF as of Q2 2022.

Based on Sargent Bickham Lagudis's 13F filing for Q2 2022, filed 13 Jul 2022.