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Disclosery

Sargent Bickham Lagudis LLC: SCHD position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Sargent Bickham Lagudis LLC on SCHD, newest first. How the timeline and the estimate are built.

Sargent Bickham Lagudis LLC held 57,725 SCHD shares at 2022-12-31 per its 13F-HR filed 2023-01-23.

the latest 13F is the newest step

  1. period ended2022-12-31
    13F 57,725 shares
    Change vs previous 13F -1,834 shares

    0.36% of the 13F portfolio, value $4,360,529.

    13F-HR 0001613939-23-000001 filed by Sargent Bickham Lagudis LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2022-09-30
    13F 59,559 shares
    Change vs previous 13F -587 shares

    0.35% of the 13F portfolio, value $3,957,000.

    13F-HR 0001613939-22-000006 filed by Sargent Bickham Lagudis LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2022-06-30
    13F 60,146 shares
    Change vs previous 13F +2,720 shares

    0.37% of the 13F portfolio, value $4,308,000.

    13F-HR 0001613939-22-000005 filed by Sargent Bickham Lagudis LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2022-03-31
    13F 57,426 shares
    Change vs previous 13F not available

    0.35% of the 13F portfolio, value $4,531,000.

    13F-HR 0001613939-22-000004 filed by Sargent Bickham Lagudis LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).