Laidlaw Wealth Management LLC Schwab Strategic U.S. Mid Cap 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	BUY	$65.29 - $71.03 $522 - $568	8 Added 0.06%	12,349 $877,000
Q1 2023 May 12, 2023	SELL	$64.24 - $73.9 $69,636 - $80,107	-1,084 Reduced 8.07%	12,341 $837,000
Q4 2022 Feb 14, 2023	BUY	$61.05 - $69.94 $4,334 - $4,965	71 Added 0.53%	13,425 $880,000
Q3 2022 Nov 14, 2022	SELL	$60.5 - $72.51 $40,474 - $48,509	-669 Reduced 4.77%	13,354 $808,000
Q2 2022 Aug 12, 2022	SELL	$60.91 - $76.4 $114,632 - $143,784	-1,882 Reduced 11.83%	14,023 $880,000
Q1 2022 May 12, 2022	SELL	$70.66 - $80.89 $364,464 - $417,230	-5,158 Reduced 24.49%	15,905 $1.21 Million
Q4 2021 Feb 14, 2022	BUY	$76.01 - $83.39 $1.6 Million - $1.76 Million	21,063 New	21,063 $1.69 Million
Q1 2021 May 17, 2021	SELL	$67.07 - $76.85 $1.52 Million - $1.74 Million	-22,653 Closed	0 $0
Q4 2020 Feb 16, 2021	BUY	$55.93 - $68.45 $1.27 Million - $1.55 Million	22,653 New	22,653 $1.54 Million

Others Institutions Holding SCHM

# of Institutions

932

Shares Held

95.7M

Call Options Held

6.2K

Put Options Held

3K

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

21.2M
Shares

$620 Million
3.68% of portfolio
Creative Planning Overland Park, KS

9.83M
Shares

$287 Million
0.81% of portfolio
High Tower Advisors, LLC Chicago, IL

3.18M
Shares

$92.7 Million
0.39% of portfolio
Northwestern Mutual Wealth Management CO

2.28M
Shares

$66.6 Million
0.18% of portfolio
Moneta Group Investment Advisors LLC St Louis, MO

2.23M
Shares

$65.1 Million
2.77% of portfolio

About SCHWAB STRATEGIC U.S. MID-CAP

Ticker SCHM
Sector ETFs
Industry ETFs

More about SCHM

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Laidlaw Wealth Management LLC, based on Form 13F filings with the SEC.

News

Stay updated on Laidlaw Wealth Management LLC with notifications on news.