Laidlaw Wealth Management LLC Schwab Strategic U.S. Mid Cap 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	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

950

Shares Held

108M

Call Options Held

8.1K

Put Options Held

3.6K

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

25.9M
Shares

$722 Million
4.42% of portfolio
Creative Planning Overland Park, KS

9.83M
Shares

$274 Million
0.81% of portfolio
Moneta Group Investment Advisors LLC St Louis, MO

7.18M
Shares

$200 Million
6.46% of portfolio
High Tower Advisors, LLC Chicago, IL

3.26M
Shares

$90.7 Million
0.4% of portfolio
Northwestern Mutual Wealth Management CO

2.37M
Shares

$66 Million
0.18% of portfolio

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