Sargent Bickham Lagudis LLC Schwab Strategic Tr Us Large C 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 Large C stock. As of the latest transaction made, Sargent Bickham Lagudis LLC holds 274,510 shares of SCHV stock, worth $7.44 Million. This represents 1.49% of its overall portfolio holdings.
Number of Shares
274,510
Previous 275,492
0.36%
Holding current value
$7.44 Million
Previous $16.1 Million
12.43%
% of portfolio
1.49%
Previous 1.44%
Shares
26 transactions
Others Institutions Holding SCHV
# of Institutions
846Shares Held
171MCall Options Held
0Put Options Held
0-
Mather Group, Llc. Chicago, IL32MShares$866 Million10.86% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA19.5MShares$528 Million3.21% of portfolio
-
Sei Investments CO Oaks, PA12.1MShares$329 Million1.3% of portfolio
-
Envestnet Asset Management Inc4.85MShares$131 Million0.13% of portfolio
-
Advisor Group Holdings, Inc. Phoenix, AZ4.24MShares$115 Million0.81% of portfolio