Laidlaw Wealth Management LLC Schwab Strategic Tr Us Small C Transaction History

Laidlaw Wealth Management LLC

  • $170 Million
  • Q1 2024

A detailed history of Laidlaw Wealth Management LLC transactions in Schwab Strategic Tr Us Small C stock. As of the latest transaction made, Laidlaw Wealth Management LLC holds 6,126 shares of SCHA stock, worth $288,902. This represents 0.18% of its overall portfolio holdings.

Number of Shares
6,126
Holding current value
$288,902
% of portfolio
0.18%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 15, 2024
BUY
$44.84 - $49.24 $274,689 - $301,644
6,126 New
6,126 $301,000
Q3 2023

Nov 13, 2023
SELL
$40.85 - $46.1 $352,208 - $397,474
-8,622 Reduced 33.26%
17,304 $716,000
Q2 2023

Aug 11, 2023
SELL
$39.91 - $43.82 $69,044 - $75,808
-1,730 Reduced 6.26%
25,926 $1.14 Million
Q1 2023

May 12, 2023
SELL
$39.82 - $46.36 $24,290 - $28,279
-610 Reduced 2.16%
27,656 $1.16 Million
Q4 2022

Feb 14, 2023
BUY
$39.61 - $43.54 $23,013 - $25,296
581 Added 2.1%
28,266 $1.15 Million
Q3 2022

Nov 14, 2022
SELL
N/A
-176 Reduced 0.63%
27,685 $1.05 Million
Q2 2022

Aug 12, 2022
SELL
N/A
-1,709 Reduced 5.78%
27,861 $1.09 Million
Q1 2022

May 12, 2022
BUY
N/A
13,260 Added 81.3%
29,570 $1.4 Million
Q4 2021

Feb 14, 2022
BUY
N/A
16,310 New
16,310 $1.67 Million
Q1 2021

May 17, 2021
SELL
N/A
-13,601 Closed
0 $0
Q4 2020

Feb 16, 2021
BUY
N/A
13,601 New
13,601 $1.21 Million

Others Institutions Holding SCHA

# of Institutions
1,103
Shares Held
225M
Call Options Held
56K
Put Options Held
25.6K
View Full List

About SCHWAB STRATEGIC TR US SMALL-C

SCHA Quotes by TradingView
  • Ticker SCHA
  • Sector ETFs
  • Industry ETFs
More about SCHA
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