Sargent Bickham Lagudis LLC Schwab Strategic U.S. Mid Cap Transaction History
Sargent Bickham Lagudis LLC
- $1.22 Billion
- Q4 2022
A detailed history of Sargent Bickham Lagudis LLC transactions in Schwab Strategic U.S. Mid Cap stock. As of the latest transaction made, Sargent Bickham Lagudis LLC holds 58,861 shares of SCHM stock, worth $1.7 Million. This represents 0.32% of its overall portfolio holdings.
Number of Shares
58,861
Previous 58,146
1.23%
Holding current value
$1.7 Million
Previous $3.52 Million
9.72%
% of portfolio
0.32%
Previous 0.31%
Shares
29 transactions
Others Institutions Holding SCHM
# of Institutions
947Shares Held
108MCall Options Held
8.1KPut Options Held
3.6K-
Financial Engines Advisors L.L.C. Santa Clara, CA25.9MShares$748 Million4.42% of portfolio
-
Creative Planning Overland Park, KS9.83MShares$284 Million0.81% of portfolio
-
Moneta Group Investment Advisors LLC St Louis, MO7.18MShares$207 Million6.46% of portfolio
-
High Tower Advisors, LLC Chicago, IL3.26MShares$94 Million0.4% of portfolio
-
Northwestern Mutual Wealth Management CO2.37MShares$68.4 Million0.18% of portfolio