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

Laidlaw Wealth Management LLC

$170 Million
Q1 2024

Call Options

0 transactions

Quarter	Operation	Price Per call	calls change	calls Held	SEC Form

No transaction found.

Others Institutions Holding SCHA

# of Institutions

1,104

Shares Held

225M

Call Options Held

56K

Put Options Held

25.6K

Charles Schwab Investment Advisory, Inc. San Francisco, CA

76.4M
Shares

$3.61 Billion
5.17% of portfolio
Bank Of America Corp Charlotte, NC

21.3M
Shares

$1.01 Billion
0.1% of portfolio
Empower Advisory Group, LLC Greenwood Village, CO

11.8M
Shares

$557 Million
2.17% of portfolio
Personal Capital Advisors Corp

10.5M
Shares

$497 Million
2.07% of portfolio
Charles Schwab Investment Management Inc San Francisco, CA

8.61M
Shares

$407 Million
0.1% of portfolio

About SCHWAB STRATEGIC TR US SMALL-C

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