Laidlaw Wealth Management LLC Schwab Strategic Tr Us Large C Transaction History

Laidlaw Wealth Management LLC

$189 Million
Q3 2024

Shares

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2023 Aug 11, 2023	SELL	$47.67 - $52.37 $789,129 - $866,932	-16,554 Reduced 29.63%	39,319 $2.06 Million
Q1 2023 May 12, 2023	SELL	$44.78 - $49.41 $8,149 - $8,992	-182 Reduced 0.32%	55,873 $2.7 Million
Q4 2022 Feb 14, 2023	SELL	$42.25 - $48.16 $63,417 - $72,288	-1,501 Reduced 2.61%	56,055 $2.53 Million
Q3 2022 Nov 14, 2022	SELL	$42.35 - $51.01 $98,040 - $118,088	-2,315 Reduced 3.87%	57,556 $2.44 Million
Q2 2022 Aug 12, 2022	SELL	$43.35 - $54.51 $68,839 - $86,561	-1,588 Reduced 2.58%	59,871 $2.67 Million
Q1 2022 May 12, 2022	BUY	$49.51 - $57.27 $1.33 Million - $1.54 Million	26,873 Added 77.7%	61,459 $3.31 Million
Q4 2021 Feb 14, 2022	BUY	$51.9 - $57.29 $1.8 Million - $1.98 Million	34,586 New	34,586 $3.94 Million
Q1 2021 May 17, 2021	SELL	$44.9 - $48.34 $1.92 Million - $2.06 Million	-42,706 Closed	0 $0
Q4 2020 Feb 16, 2021	BUY	$39.35 - $45.48 $981,861 - $1.13 Million	24,952 Added 140.54%	42,706 $3.88 Million
Q3 2020 Nov 16, 2020	SELL	$37.26 - $43.03 $26,380 - $30,465	-708 Reduced 3.83%	17,754 $1.43 Million
Q2 2020 Aug 19, 2020	SELL	$29.25 - $38.76 $39.5 Million - $52.3 Million	-1,349,588 Reduced 98.65%	18,462 $1.37 Million
Q2 2020 Aug 13, 2020	BUY	$29.25 - $38.76 $39.5 Million - $52.4 Million	1,351,289 Added 8062.1%	1,368,050 $18,000
Q1 2020 May 15, 2020	BUY	$26.61 - $40.52 $22,698 - $34,563	853 Added 5.36%	16,761 $1.03 Million
Q4 2019 Feb 14, 2020	BUY	$34.42 - $38.54 $547,553 - $613,094	15,908 New	15,908 $1.22 Million

Others Institutions Holding SCHX

# of Institutions

1,353

Shares Held

349M

Call Options Held

34.3K

Put Options Held

1.2K

About SCHWAB STRATEGIC TR US LARGE-C

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