Sargent Bickham Lagudis LLC Schwab Intermediate Term Us Tr Transaction History

Sargent Bickham Lagudis LLC

  • $1.22 Billion
  • Q4 2022

A detailed history of Sargent Bickham Lagudis LLC transactions in Schwab Intermediate Term Us Tr stock. As of the latest transaction made, Sargent Bickham Lagudis LLC holds 73 shares of SCHR stock, worth $3,685. This represents 0.0% of its overall portfolio holdings.

Number of Shares
73
Holding current value
$3,685
% of portfolio
0.0%

Shares

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

Jan 23, 2023
BUY
$48.12 - $50.24 $3,512 - $3,667
73 New
73 $0
Q1 2022

Apr 27, 2022
SELL
$52.72 - $55.84 $4,692 - $4,969
-89 Closed
0 $0
Q4 2021

Jan 18, 2022
SELL
$55.82 - $56.81 $275,360 - $280,243
-4,933 Reduced 98.23%
89 $5,000
Q3 2021

Nov 05, 2021
BUY
$56.59 - $57.62 $5,036 - $5,128
89 Added 1.8%
5,022 $285,000
Q1 2021

May 24, 2021
SELL
$56.41 - $58.25 $26,399 - $27,261
-468 Reduced 8.67%
4,933 $278,000
Q4 2020

May 24, 2021
BUY
$57.98 - $58.64 $27,134 - $27,443
468 Added 9.49%
5,401 $314,000
Q4 2020

May 24, 2021
SELL
$57.98 - $58.64 $25,859 - $26,153
-446 Reduced 8.29%
4,933 $278,000
Q3 2020

Sep 01, 2021
BUY
$58.56 - $58.96 $29,280 - $29,480
500 Added 10.25%
5,379 $316,000
Q2 2020

Sep 07, 2021
SELL
$58.18 - $58.86 $1,454 - $1,471
-25 Reduced 0.51%
4,879 $287,000
Q1 2020

Sep 07, 2021
SELL
$55.04 - $58.78 $1,431 - $1,528
-26 Reduced 0.53%
4,904 $288,000
Q4 2019

Sep 14, 2021
SELL
$54.79 - $56.05 $1,643 - $1,681
-30 Reduced 0.6%
4,930 $271,000
Q3 2019

Sep 14, 2021
SELL
$54.92 - $55.68 $274 - $278
-5 Reduced 0.1%
4,960 $276,000
Q2 2019

Sep 13, 2021
BUY
N/A
4,965 New
4,965 $273,000
Q3 2016

Sep 13, 2021
SELL
N/A
-10 Closed
0 $0
Q1 2016

Sep 07, 2021
BUY
N/A
10
10 $1,000

Others Institutions Holding SCHR

# of Institutions
405
Shares Held
142M
Call Options Held
2.3K
Put Options Held
7.4K
View Full List

About SCHWAB INTERMEDIATE-TERM US TR

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