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

Laidlaw Wealth Management LLC

$268 Million
Q4 2024

A detailed history of Laidlaw Wealth Management LLC transactions in Schwab Strategic Tr Us Small C stock. As of the latest transaction made, Laidlaw Wealth Management LLC holds 13,274 shares of SCHA stock, worth $354,548. This represents 0.13% of its overall portfolio holdings.

Number of Shares

13,274

Previous 6,633 100.12%

Holding current value

$354,548

Previous $341,000 0.59%

% of portfolio

0.13%

Previous 0.18%

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 31, 2025	BUY	$25.33 - $51.16 $168,216 - $339,753	6,641 Added 100.12%	13,274 $343,000
Q3 2024 Nov 12, 2024	BUY	$46.9 - $51.96 $59,187 - $65,573	1,262 Added 23.5%	6,633 $341,000
Q2 2024 Aug 01, 2024	SELL	$45.24 - $49.04 $34,156 - $37,025	-755 Reduced 12.32%	5,371 $254,000
Q1 2024 May 15, 2024	BUY	$44.84 - $49.24 $274,689 - $301,644	6,126 New	6,126 $301,000
Q3 2023 Nov 13, 2023	SELL	$40.85 - $46.1 $352,208 - $397,474	-8,622 Reduced 33.26%	17,304 $716,000
Q2 2023 Aug 11, 2023	SELL	$39.91 - $43.82 $69,044 - $75,808	-1,730 Reduced 6.26%	25,926 $1.14 Million
Q1 2023 May 12, 2023	SELL	$39.82 - $46.36 $24,290 - $28,279	-610 Reduced 2.16%	27,656 $1.16 Million
Q4 2022 Feb 14, 2023	BUY	$38.25 - $43.54 $22,223 - $25,296	581 Added 2.1%	28,266 $1.15 Million
Q3 2022 Nov 14, 2022	SELL	$37.65 - $45.9 $6,626 - $8,078	-176 Reduced 0.63%	27,685 $1.05 Million
Q2 2022 Aug 12, 2022	SELL	$37.88 - $48.01 $64,736 - $82,049	-1,709 Reduced 5.78%	27,861 $1.09 Million
Q1 2022 May 12, 2022	BUY	$44.42 - $51.73 $589,009 - $685,939	13,260 Added 81.3%	29,570 $1.4 Million
Q4 2021 Feb 14, 2022	BUY	$48.64 - $55.07 $793,318 - $898,191	16,310 New	16,310 $1.67 Million
Q1 2021 May 17, 2021	SELL	$43.89 - $52.63 $596,947 - $715,820	-13,601 Closed	0 $0
Q4 2020 Feb 16, 2021	BUY	$34.66 - $45.17 $471,410 - $614,357	13,601 New	13,601 $1.21 Million

Others Institutions Holding SCHA

# of Institutions

1,167

Shares Held

188M

Call Options Held

55.6K

Put Options Held

7.8K

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About SCHWAB STRATEGIC TR US SMALL-C

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