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 $20.3 Million. This represents 1.49% of its overall portfolio holdings.
Number of Shares
274,510
Previous 275,492
0.36%
Holding current value
$20.3 Million
Previous $16.1 Million
12.43%
% of portfolio
1.49%
Previous 1.44%
Shares
26 transactions
Others Institutions Holding SCHV
# of Institutions
787Shares Held
102MCall Options Held
9.1KPut Options Held
0-
Financial Engines Advisors L.L.C. Santa Clara, CA19MShares$1.41 Billion3.26% of portfolio
-
Sei Investments CO Oaks, PA10.9MShares$810 Million1.25% of portfolio
-
Mather Group, Llc. Chicago, IL10.5MShares$777 Million12.01% of portfolio
-
Advisor Group Holdings, Inc. Phoenix, AZ4.58MShares$339 Million0.8% of portfolio
-
Avantax Planning Partners, Inc.4.1MShares$303 Million10.12% of portfolio