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 $7.34 Million. This represents 0.42% of its overall portfolio holdings.
Number of Shares
112,771
Previous 114,986
1.93%
Holding current value
$7.34 Million
Previous $4.83 Million
4.66%
% of portfolio
0.42%
Previous 0.43%
Shares
29 transactions
Others Institutions Holding SCHB
# of Institutions
1,146Shares Held
165MCall Options Held
188KPut Options Held
19.4K-
Wealthfront Advisers LLC21.2MShares$1.38 Billion4.49% of portfolio
-
Betterment LLC New York, NY6.17MShares$401 Million1.01% of portfolio
-
Strategic Financial Concepts, LLC San Antonio, TX4.7MShares$306 Million0.17% of portfolio
-
Scs Capital Management LLC Boston, MA4.02MShares$261 Million5.22% of portfolio
-
Rebalance, LLC Palo Alto, CA3.66MShares$238 Million18.5% of portfolio