Sargent Bickham Lagudis LLC Schwab Strategic Tr Us Broad M Transaction History
Sargent Bickham Lagudis LLC
- $1.22 Billion
- Q4 2022
A detailed history of Sargent Bickham Lagudis LLC transactions in Schwab Strategic Tr Us Broad M stock. As of the latest transaction made, Sargent Bickham Lagudis LLC holds 112,771 shares of SCHB stock, worth $2.64 Million. This represents 0.42% of its overall portfolio holdings.
Number of Shares
112,771
Previous 114,986
1.93%
Holding current value
$2.64 Million
Previous $4.83 Million
4.66%
% of portfolio
0.42%
Previous 0.43%
Shares
29 transactions
Others Institutions Holding SCHB
# of Institutions
1,181Shares Held
167MCall Options Held
172KPut Options Held
20.7K-
Wealthfront Advisers LLC20.6MShares$482 Million4.26% of portfolio
-
Betterment LLC New York, NY6.06MShares$142 Million0.97% of portfolio
-
Rebalance, LLC Palo Alto, CA3.82MShares$89.5 Million18.64% of portfolio
-
Scs Capital Management LLC Boston, MA3.78MShares$88.4 Million5.07% of portfolio
-
Milliman Financial Risk Management LLC Chicago, IL3.29MShares$77.1 Million2.16% of portfolio