Laidlaw Wealth Management’s Schwab US Broad Market ETF SCHB Stock Holding History

Laidlaw Wealth Management’s Portfolio SCHB Stock Details SCHB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	–	Sell	-58,443	Closed	-$1.01M	–	348
2023 Q2	$1.01M	Sell	58,443 -14,517	-20%	-$237K	0.2%	120
2023 Q1	$1.16M	Sell	72,960 -4,197	-5%	-$65.6K	0.24%	107
2022 Q4	$1.15M	Sell	77,157 -996	-1%	-$15K	0.25%	109
2022 Q3	$1.09M	Sell	78,153 -5,535	-7%	-$86.1K	0.26%	106
2022 Q2	$1.23M	Sell	83,688 -3,027	-3%	-$48.6K	0.25%	107
2022 Q1	$1.54M	Sell	86,715 -1,275	-1%	-$22.4K	0.26%	103
2021 Q4	$1.66M	Buy	+87,990	New	+$1.62M	0.26%	105
2021 Q1	–	Sell	-83,046	Closed	-$1.26M	–	333
2020 Q4	$1.26M	Buy	+83,046	New	+$1.18M	0.27%	105

Other funds holding SCHB

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

SCM

SCS Capital Management Boston, Massachusetts $9.44B AUM 18.1% 1-Year Est. Return

Rebalance Palo Alto, California $1.91B AUM 16.23% 1-Year Est. Return

Evensky & Katz Coral Gables, Florida $1.94B AUM 22.01% 1-Year Est. Return

HCM

Hengehold Capital Management Cincinnati, Ohio $1.29B AUM 17.41% 1-Year Est. Return

Strid Group Newtown Square, Pennsylvania $807M AUM 18.59% 1-Year Est. Return

HWM

HB Wealth Management Atlanta, Georgia $15.5B AUM 18.35% 1-Year Est. Return

HT Partners Centerbrook, Connecticut $361M AUM 22.6% 1-Year Est. Return

Evergreen Advisors Chattanooga, Tennessee $426M AUM

Laidlaw Wealth Management's SCHB Position: Q3 2023 in Review

Laidlaw Wealth Management sold out of Schwab US Broad Market ETF (SCHB) in Q3 2023, closing a stake of 58,443 shares — an estimated $1.01M sold.

Laidlaw Wealth Management first reported a position in SCHB in Q4 2020 and held it in 8 quarters. The position peaked at $1.66M in Q4 2021. 939 funds tracked by Wall St. Rank hold SCHB as of Q3 2023.

Laidlaw Wealth Management reported no remaining Schwab US Broad Market ETF position as of Q3 2023 after selling out during the quarter.
Laidlaw Wealth Management sold 58,443 Schwab US Broad Market ETF shares in Q3 2023, an estimated $1.01M.
Laidlaw Wealth Management first reported a position in Schwab US Broad Market ETF in Q4 2020 and held it in 8 quarters.
Laidlaw Wealth Management's Schwab US Broad Market ETF position peaked at $1.66M in Q4 2021.
939 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q3 2023.

Based on Laidlaw Wealth Management's 13F filing for Q3 2023, filed 13 Nov 2023.