Laidlaw Wealth Management LLC Schwab Strategic Tr 1000 Index Transaction History

Laidlaw Wealth Management LLC

$189 Million
Q3 2024

Shares

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2023 Aug 11, 2023	SELL	$38.96 - $42.79 $62,764 - $68,934	-1,611 Reduced 19.53%	6,636 $283,000
Q1 2023 May 12, 2023	SELL	$36.64 - $40.44 $3,773 - $4,165	-103 Reduced 1.23%	8,247 $326,000
Q4 2022 Feb 14, 2023	BUY	$34.56 - $39.43 $1,313 - $1,498	38 Added 0.46%	8,350 $308,000
Q3 2022 Nov 14, 2022	SELL	$34.61 - $41.69 $1,730 - $2,084	-50 Reduced 0.6%	8,312 $288,000
Q2 2022 Aug 12, 2022	BUY	$35.4 - $44.52 $3,646 - $4,585	103 Added 1.25%	8,362 $305,000
Q1 2022 May 12, 2022	SELL	$40.46 - $46.8 $25,125 - $29,062	-621 Reduced 6.99%	8,259 $364,000
Q4 2021 Feb 14, 2022	BUY	$42.49 - $46.85 $377,311 - $416,028	8,880 New	8,880 $414,000
Q1 2021 May 17, 2021	SELL	$36.87 - $39.72 $331,240 - $356,844	-8,984 Closed	0 $0
Q4 2020 Feb 16, 2021	BUY	$32.23 - $37.39 $289,554 - $335,911	8,984 New	8,984 $336,000

Others Institutions Holding SCHK

# of Institutions

181

Shares Held

39.5M

Call Options Held

0

Put Options Held

0

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

28.6M
Shares

$817 Million
3.25% of portfolio
Legacy Wealth Management, Inc

3.59M
Shares

$103 Million
12.87% of portfolio
Warwick Investment Management, Inc.

2.1M
Shares

$59.9 Million
27.6% of portfolio
Armstrong Advisory Group, Inc Needham, MA

1.27M
Shares

$36.3 Million
5.84% of portfolio
Waddell & Associates, LLC

963K
Shares

$27.5 Million
6.53% of portfolio

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