Laidlaw Wealth Management’s Schwab International Small-Cap Equity ETF SCHC Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q4	–	Sell	-8,731	Closed	-$282K	–	271
2023 Q3	$282K	Sell	8,731 -510	-6%	-$17.3K	0.09%	204
2023 Q2	$312K	Sell	9,241 -2,044	-18%	-$69.1K	0.06%	260
2023 Q1	$380K	Sell	11,285 -45	-0.4%	-$1.5K	0.08%	234
2022 Q4	$357K	Buy	+11,330	New	+$345K	0.08%	238
2022 Q3	–	Sell	-10,872	Closed	-$340K	–	365
2022 Q2	$340K	Sell	10,872 -105	-1%	-$3.64K	0.07%	249
2022 Q1	$417K	Hold	10,977	–	–	0.07%	246
2021 Q4	$449K	Buy	+10,977	New	+$458K	0.07%	240
2021 Q1	–	Sell	-6,675	Closed	-$251K	–	334
2020 Q4	$251K	Buy	+6,675	New	+$233K	0.05%	300

Other funds holding SCHC

CSIA

Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

SAG

SageView Advisory Group Newport Beach, California $2.96B AUM 15.81% 1-Year Est. Return

TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

McAdam LLC Philadelphia, Pennsylvania $2.22B AUM 16.98% 1-Year Est. Return

Laidlaw Wealth Management's SCHC Position: Q4 2023 in Review

Laidlaw Wealth Management sold out of Schwab International Small-Cap Equity ETF (SCHC) in Q4 2023, closing a stake of 8,731 shares — an estimated $282K sold.

Laidlaw Wealth Management first reported a position in SCHC in Q4 2020 and held it in 8 quarters. The position peaked at $449K in Q4 2021. 391 funds tracked by Wall St. Rank hold SCHC as of Q4 2023.

Laidlaw Wealth Management reported no remaining Schwab International Small-Cap Equity ETF position as of Q4 2023 after selling out during the quarter.
Laidlaw Wealth Management sold 8,731 Schwab International Small-Cap Equity ETF shares in Q4 2023, an estimated $282K.
Laidlaw Wealth Management first reported a position in Schwab International Small-Cap Equity ETF in Q4 2020 and held it in 8 quarters.
Laidlaw Wealth Management's Schwab International Small-Cap Equity ETF position peaked at $449K in Q4 2021.
391 funds tracked by Wall St. Rank held Schwab International Small-Cap Equity ETF as of Q4 2023.

Based on Laidlaw Wealth Management's 13F filing for Q4 2023, filed 12 Feb 2024.