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 $1.71 Million. This represents 0.32% of its overall portfolio holdings.
Number of Shares
58,861
Previous 58,146
1.23%
Holding current value
$1.71 Million
Previous $3.52 Million
9.72%
% of portfolio
0.32%
Previous 0.31%
Shares
29 transactions
Others Institutions Holding SCHM
# of Institutions
929Shares Held
95.8MCall Options Held
6.2KPut Options Held
3K-
Financial Engines Advisors L.L.C. Santa Clara, CA21.2MShares$616 Million3.68% of portfolio
-
Creative Planning Overland Park, KS9.83MShares$285 Million0.81% of portfolio
-
High Tower Advisors, LLC Chicago, IL3.18MShares$92.2 Million0.39% of portfolio
-
Northwestern Mutual Wealth Management CO2.28MShares$66.3 Million0.18% of portfolio
-
Moneta Group Investment Advisors LLC St Louis, MO2.23MShares$64.8 Million2.77% of portfolio