Laidlaw Wealth Management LLC Schwab Strategic U.S. Reit ETF Transaction History

Laidlaw Wealth Management LLC

$268 Million
Q4 2024

Shares

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2023 Nov 13, 2023	SELL	$17.52 - $20.27 $11,300 - $13,074	-645 Reduced 3.57%	17,397 $308,000
Q2 2023 Aug 11, 2023	SELL	$18.34 - $19.64 $57,771 - $61,866	-3,150 Reduced 14.86%	18,042 $352,000
Q1 2023 May 12, 2023	SELL	$18.01 - $21.78 $990 - $1,197	-55 Reduced 0.26%	21,192 $413,000
Q4 2022 Feb 14, 2023	SELL	$17.68 - $20.46 $3,712 - $4,296	-210 Reduced 0.98%	21,247 $409,000
Q3 2022 Nov 14, 2022	BUY	$18.45 - $23.6 $15,774 - $20,178	855 Added 4.15%	21,457 $401,000
Q2 2022 Aug 12, 2022	SELL	$20.18 - $25.97 $4,883 - $6,284	-242 Reduced 1.16%	20,602 $435,000
Q1 2022 May 12, 2022	BUY	$22.75 - $26.16 $237,123 - $272,665	10,423 Added 100.02%	20,844 $519,000
Q4 2021 Feb 14, 2022	BUY	$22.99 - $26.35 $239,578 - $274,593	10,421 New	10,421 $549,000
Q1 2021 May 17, 2021	SELL	$18.25 - $20.79 $105,120 - $119,750	-5,760 Closed	0 $0
Q4 2020 Feb 16, 2021	BUY	$17.04 - $19.33 $98,150 - $111,340	5,760 New	5,760 $219,000

Others Institutions Holding SCHH

# of Institutions

533

Shares Held

176M

Call Options Held

22.2K

Put Options Held

84.6K

Financial Engines Advisors L.L.C. Santa Clara, CA

52.9M
Shares

$1.14 Billion
2.52% of portfolio
Us Bancorp \De\

28.4M
Shares

$611 Million
0.79% of portfolio
Creative Planning Overland Park, KS

25.7M
Shares

$552 Million
0.59% of portfolio
Brooklyn Fi, LLC New York, NY

7.69M
Shares

$165 Million
0.88% of portfolio
Northwestern Mutual Wealth Management CO

7.55M
Shares

$162 Million
0.16% of portfolio

About SCHWAB STRATEGIC U.S. REIT ETF

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