Sargent Bickham Lagudis LLC Schwab Us Aggregate Bond ETF Transaction History
Sargent Bickham Lagudis LLC
- $1.22 Billion
- Q4 2022
A detailed history of Sargent Bickham Lagudis LLC transactions in Schwab Us Aggregate Bond ETF stock. As of the latest transaction made, Sargent Bickham Lagudis LLC holds 41,206 shares of SCHZ stock, worth $954,330. This represents 0.15% of its overall portfolio holdings.
Number of Shares
41,206
Previous 52,106
20.92%
Holding current value
$954,330
Previous $2.36 Million
20.33%
% of portfolio
0.15%
Previous 0.21%
Shares
29 transactions
Others Institutions Holding SCHZ
# of Institutions
683Shares Held
165MCall Options Held
200Put Options Held
1.5K-
Jpmorgan Chase & CO New York, NY11.7MShares$271 Million0.02% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN8.63MShares$200 Million0.05% of portfolio
-
Avantax Planning Partners, Inc.6.51MShares$151 Million5.36% of portfolio
-
Rockbridge Investment Management, Lcc Syracuse, NY6.27MShares$145 Million18.24% of portfolio
-
Charles Schwab Trust CO5.9MShares$137 Million11.76% of portfolio