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 $4.75 Million. This represents 0.32% of its overall portfolio holdings.

Number of Shares
58,861
Previous 58,146 1.23%
Holding current value
$4.75 Million
Previous $3.52 Million 9.72%
% of portfolio
0.32%
Previous 0.31%

Shares

29 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2022

Jan 23, 2023
BUY
$61.05 - $69.94 $43,650 - $50,007
715 Added 1.23%
58,861 $0
Q3 2022

Oct 27, 2022
SELL
$60.5 - $72.51 $27,830 - $33,354
-460 Reduced 0.78%
58,146 $3.52 Million
Q2 2022

Jul 13, 2022
SELL
$60.91 - $76.4 $1,461 - $1,833
-24 Reduced 0.04%
58,606 $3.68 Million
Q1 2022

Apr 27, 2022
SELL
$70.66 - $80.89 $82,672 - $94,641
-1,170 Reduced 1.96%
58,630 $4.45 Million
Q4 2021

Jan 18, 2022
BUY
$76.01 - $83.39 $114,927 - $126,085
1,512 Added 2.59%
59,800 $4.81 Million
Q3 2021

Nov 05, 2021
SELL
$74.65 - $80.95 $106,301 - $115,272
-1,424 Reduced 2.38%
58,288 $4.47 Million
Q2 2021

Jul 19, 2021
SELL
$74.64 - $79.12 $127,634 - $135,295
-1,710 Reduced 2.78%
59,712 $4.67 Million
Q1 2021

May 24, 2021
BUY
$67.07 - $76.85 $946,089 - $1.08 Million
14,106 Added 29.81%
61,422 $4.57 Million
Q4 2020

May 24, 2021
SELL
$55.93 - $68.45 $788,948 - $965,555
-14,106 Reduced 22.97%
47,316 $3.23 Million
Q4 2020

May 24, 2021
BUY
$55.93 - $68.45 $567,633 - $694,699
10,149 Added 19.79%
61,422 $4.57 Million
Q3 2020

Sep 01, 2021
SELL
$51.99 - $58.83 $88,902 - $100,599
-1,710 Reduced 3.23%
51,273 $2.85 Million
Q2 2020

Sep 07, 2021
BUY
$39.01 - $57.03 $104,312 - $152,498
2,674 Added 5.32%
52,983 $2.79 Million
Q1 2020

Sep 07, 2021
BUY
$35.83 - $62.24 $495,349 - $860,468
13,825 Added 37.89%
50,309 $2.12 Million
Q4 2019

Sep 14, 2021
SELL
$54.56 - $60.24 $9,657 - $10,662
-177 Reduced 0.48%
36,484 $2.2 Million
Q3 2019

Sep 14, 2021
BUY
$56.23 - $57.59 $222,108 - $227,480
3,950 Added 12.08%
36,661 $2.07 Million
Q2 2019

Sep 13, 2021
BUY
N/A
16,797 Added 105.55%
32,711 $1.87 Million
Q1 2019

Sep 13, 2021
SELL
N/A
-168 Reduced 1.04%
15,914 $881,000
Q4 2018

Sep 13, 2021
BUY
N/A
13,570 Added 540.21%
16,082 $771,000
Q3 2018

Sep 13, 2021
SELL
N/A
-18 Reduced 0.71%
2,512 $145,000
Q2 2018

Sep 13, 2021
BUY
N/A
202 Added 8.68%
2,530 $139,000
Q1 2018

Sep 13, 2021
BUY
N/A
146 Added 6.69%
2,328 $123,000
Q4 2017

Sep 13, 2021
SELL
N/A
-182 Reduced 7.7%
2,182 $116,000
Q3 2017

Sep 13, 2021
BUY
N/A
217 Added 10.11%
2,364 $118,000
Q2 2017

Sep 13, 2021
SELL
N/A
-286 Reduced 11.76%
2,147 $103,000
Q1 2017

Sep 13, 2021
SELL
N/A
-1,643 Reduced 40.31%
2,433 $115,000
Q4 2016

Sep 13, 2021
BUY
N/A
2,132 Added 109.67%
4,076 $184,000
Q3 2016

Sep 13, 2021
SELL
N/A
-44 Reduced 2.21%
1,944 $85,000
Q2 2016

Sep 07, 2021
SELL
N/A
-2,538 Reduced 56.08%
1,988 $84,000
Q1 2016

Sep 07, 2021
BUY
N/A
4,526
4,526 $184,000

Others Institutions Holding SCHM

# of Institutions
912
Shares Held
94.8M
Call Options Held
6.2K
Put Options Held
3K
View Full List

About SCHWAB STRATEGIC U.S. MID-CAP

SCHM Quotes by TradingView
  • Ticker SCHM
  • Sector ETFs
  • Industry ETFs
More about SCHM
Track This Portfolio

Track Sargent Bickham Lagudis LLC Portfolio

Follow Sargent Bickham Lagudis LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Sargent Bickham Lagudis LLC, based on Form 13F filings with the SEC.

News

Stay updated on Sargent Bickham Lagudis LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email