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Laidlaw Wealth Management’s Schwab U.S Small- Cap ETF SCHA Stock Holding History

Laidlaw Wealth Management’s Portfolio SCHA Stock Details SCHA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-13,274
Closed -$343K – 137
2024
Q4 		$343K Buy
13,274
+8
+0.1% +$213 0.15% 132
2024
Q3 		$342K Buy
13,266
+2,524
+23% +$62.7K 0.17% 124
2024
Q2 		$255K Sell
10,742
-1,510
-12% -$35.8K 0.14% 143
2024
Q1 		$302K Buy
+12,252
New +$287K 0.17% 137
2023
Q4 		– Sell
-34,608
Closed -$717K – 270
2023
Q3 		$717K Sell
34,608
-17,244
-33% -$378K 0.24% 103
2023
Q2 		$1.14M Sell
51,852
-3,460
-6% -$72.1K 0.22% 109
2023
Q1 		$1.16M Sell
55,312
-1,220
-2% -$26.2K 0.24% 108
2022
Q4 		$1.15M Buy
56,532
+1,162
+2% +$23.8K 0.25% 110
2022
Q3 		$1.05M Sell
55,370
-352
-0.6% -$7.36K 0.24% 111
2022
Q2 		$1.09M Sell
55,722
-3,418
-6% -$73.1K 0.22% 119
2022
Q1 		$1.4M Sell
59,140
-6,100
-9% -$144K 0.23% 109
2021
Q4 		$1.67M Buy
+65,240
New +$1.69M 0.27% 103
2021
Q1 		– Sell
-54,404
Closed -$1.21M – 332
2020
Q4 		$1.21M Buy
+54,404
New +$1.08M 0.25% 107

Other funds holding SCHA

Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
AA
Advisory Alpha Holland, Michigan $3.66B AUM 14.99% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Laidlaw Wealth Management's SCHA Position: Q1 2025 in Review

Laidlaw Wealth Management sold out of Schwab U.S Small- Cap ETF (SCHA) in Q1 2025, closing a stake of 13,274 shares — an estimated $343K sold.

Laidlaw Wealth Management first reported a position in SCHA in Q4 2020 and held it in 13 quarters. The position peaked at $1.67M in Q4 2021. 1,136 funds tracked by Wall St. Rank hold SCHA as of Q1 2025.

  • Laidlaw Wealth Management reported no remaining Schwab U.S Small- Cap ETF position as of Q1 2025 after selling out during the quarter.
  • Laidlaw Wealth Management sold 13,274 Schwab U.S Small- Cap ETF shares in Q1 2025, an estimated $343K.
  • Laidlaw Wealth Management first reported a position in Schwab U.S Small- Cap ETF in Q4 2020 and held it in 13 quarters.
  • Laidlaw Wealth Management's Schwab U.S Small- Cap ETF position peaked at $1.67M in Q4 2021.
  • 1,136 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q1 2025.

Based on Laidlaw Wealth Management's 13F filing for Q1 2025, filed 16 May 2025.