Laidlaw Wealth Management LLC Schwab Strategic Tr Us Dividen Transaction History

Laidlaw Wealth Management LLC

$172 Million
Q2 2024

A detailed history of Laidlaw Wealth Management LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Laidlaw Wealth Management LLC holds 2,671 shares of SCHD stock, worth $75,028. This represents 0.12% of its overall portfolio holdings.

Number of Shares

2,671

Holding current value

$75,028

% of portfolio

0.12%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Aug 01, 2024	BUY	$75.81 - $80.15 $202,488 - $214,080	2,671 New	2,671 $207,000
Q2 2023 Aug 11, 2023	BUY	$69.18 - $73.94 $208,300 - $222,633	3,011 Added 11.21%	29,859 $2.17 Million
Q1 2023 May 12, 2023	SELL	$70.28 - $78.03 $34,366 - $38,156	-489 Reduced 1.79%	26,848 $1.96 Million
Q4 2022 Feb 14, 2023	SELL	$67.16 - $79.06 $6,514 - $7,668	-97 Reduced 0.35%	27,337 $2.07 Million
Q2 2022 Aug 12, 2022	BUY	$70.31 - $80.24 $45,349 - $51,754	645 Added 2.41%	27,434 $1.97 Million
Q1 2022 May 12, 2022	SELL	$75.14 - $81.94 $215,200 - $234,676	-2,864 Reduced 9.66%	26,789 $2.11 Million
Q4 2021 Feb 14, 2022	BUY	$74.93 - $80.86 $2.22 Million - $2.4 Million	29,653 New	29,653 $2.4 Million
Q1 2021 May 17, 2021	SELL	$63.23 - $73.67 $1.62 Million - $1.89 Million	-25,674 Closed	0 $0
Q4 2020 Feb 16, 2021	BUY	$54.8 - $65.16 $1.41 Million - $1.67 Million	25,674 New	25,674 $1.65 Million

Others Institutions Holding SCHD

# of Institutions

1,698

Shares Held

278M

Call Options Held

1.52M

Put Options Held

741K

View Full List

About SCHWAB STRATEGIC TR US DIVIDEN

Ticker SCHD
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Laidlaw Wealth Management LLC Schwab Strategic Tr Us Dividen Transaction History