Laidlaw Wealth Management LLC Schwab Strategic Tr Us Emergin Transaction History

Laidlaw Wealth Management LLC

  • $172 Million
  • Q2 2024

Shares

16 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2023

Aug 11, 2023
SELL
$23.66 - $25.54 $14,716 - $15,885
-622 Reduced 2.3%
26,450 $651,000
Q1 2023

May 12, 2023
SELL
$23.32 - $26.39 $25,861 - $29,266
-1,109 Reduced 3.94%
27,072 $663,000
Q4 2022

Feb 14, 2023
SELL
$21.59 - $24.95 $22,906 - $26,471
-1,061 Reduced 3.63%
28,181 $667,000
Q3 2022

Nov 14, 2022
SELL
$22.4 - $25.83 $41,260 - $47,578
-1,842 Reduced 5.93%
29,242 $655,000
Q2 2022

Aug 12, 2022
SELL
$24.51 - $28.87 $31,005 - $36,520
-1,265 Reduced 3.91%
31,084 $789,000
Q1 2022

May 12, 2022
SELL
$25.61 - $30.82 $11,447 - $13,776
-447 Reduced 1.36%
32,349 $898,000
Q4 2021

Feb 14, 2022
SELL
$28.68 - $31.96 $76,719 - $85,493
-2,675 Reduced 7.54%
32,796 $971,000
Q3 2021

Nov 12, 2021
SELL
$29.81 - $32.7 $142,402 - $156,207
-4,777 Reduced 11.87%
35,471 $1.08 Million
Q2 2021

Aug 13, 2021
SELL
$31.06 - $33.61 $6,491 - $7,024
-209 Reduced 0.52%
40,248 $1.32 Million
Q1 2021

May 17, 2021
SELL
$30.78 - $34.63 $597,901 - $672,687
-19,425 Reduced 32.44%
40,457 $1.29 Million
Q4 2020

Feb 16, 2021
BUY
$26.72 - $30.68 $185,597 - $213,103
6,946 Added 13.12%
59,882 $1.84 Million
Q3 2020

Nov 16, 2020
SELL
$24.69 - $27.71 $291,490 - $327,144
-11,806 Reduced 18.24%
52,936 $1.42 Million
Q2 2020

Aug 19, 2020
SELL
$19.87 - $25.05 $594 Million - $749 Million
-29,888,321 Reduced 99.78%
64,742 $1.58 Million
Q2 2020

Aug 13, 2020
BUY
$19.87 - $25.05 $594 Million - $749 Million
29,886,767 Added 45080.8%
29,953,063 $1.24 Million
Q1 2020

May 15, 2020
BUY
$18.68 - $28.22 $482,504 - $728,922
25,830 Added 63.83%
66,296 $1.37 Million
Q4 2019

Feb 14, 2020
BUY
$24.83 - $27.51 $1 Million - $1.11 Million
40,466 New
40,466 $1.11 Million

Others Institutions Holding SCHE

# of Institutions
770
Shares Held
236M
Call Options Held
13.7K
Put Options Held
0
View Full List

About SCHWAB STRATEGIC TR US EMERGIN

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