Laidlaw Wealth Management LLC Schwab Strategic Tr Us Broad M Transaction History

Laidlaw Wealth Management LLC

$172 Million
Q2 2024

Shares

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2023 Aug 11, 2023	SELL	$47.08 - $51.7 $227,820 - $250,176	-4,839 Reduced 19.9%	19,481 $1.01 Million
Q1 2023 May 12, 2023	SELL	$44.47 - $49.23 $62,213 - $68,872	-1,399 Reduced 5.44%	24,320 $1.16 Million
Q4 2022 Feb 14, 2023	SELL	$41.94 - $47.81 $13,924 - $15,872	-332 Reduced 1.27%	25,719 $1.15 Million
Q3 2022 Nov 14, 2022	SELL	$41.99 - $50.63 $77,471 - $93,412	-1,845 Reduced 6.61%	26,051 $1.09 Million
Q2 2022 Aug 12, 2022	SELL	$42.93 - $53.98 $43,316 - $54,465	-1,009 Reduced 3.49%	27,896 $1.23 Million
Q1 2022 May 12, 2022	BUY	$49.15 - $56.85 $699,896 - $809,544	14,240 Added 97.1%	28,905 $1.54 Million
Q4 2021 Feb 14, 2022	BUY	$51.87 - $56.86 $760,673 - $833,851	14,665 New	14,665 $1.66 Million
Q1 2021 May 17, 2021	SELL	$44.89 - $48.81 $621,322 - $675,579	-13,841 Closed	0 $0
Q4 2020 Feb 16, 2021	BUY	$39.03 - $45.5 $540,214 - $629,765	13,841 New	13,841 $1.26 Million

Others Institutions Holding SCHB

# of Institutions

1,161

Shares Held

168M

Call Options Held

197K

Put Options Held

19.4K

Wealthfront Advisers LLC

21.2M
Shares

$473 Million
4.49% of portfolio
Betterment LLC New York, NY

6.17M
Shares

$138 Million
1.01% of portfolio
Strategic Financial Concepts, LLC San Antonio, TX

4.7M
Shares

$105 Million
0.17% of portfolio
Scs Capital Management LLC Boston, MA

3.89M
Shares

$87 Million
5.13% of portfolio
Rebalance, LLC Palo Alto, CA

3.82M
Shares

$85.5 Million
18.64% of portfolio

About SCHWAB STRATEGIC TR US BROAD M

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