Laidlaw Wealth Management’s Schwab US Dividend Equity ETF SCHD Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell	-8,748	Closed	-$247K	–	197
2024 Q3	$247K	Buy	8,748 +735	+9%	+$20K	0.12%	152
2024 Q2	$208K	Buy	+8,013	New	+$209K	0.11%	158
2023 Q3	–	Sell	-89,577	Closed	-$2.17M	–	349
2023 Q2	$2.17M	Buy	89,577 +9,033	+11%	+$216K	0.42%	60
2023 Q1	$1.96M	Sell	80,544 -1,467	-2%	-$36.7K	0.4%	65
2022 Q4	$2.07M	Sell	82,011 -291	-0.4%	-$7.18K	0.44%	62
2022 Q3	$1.82M	Hold	82,302	–	–	0.43%	68
2022 Q2	$1.97M	Buy	82,302 +1,935	+2%	+$49.2K	0.4%	73
2022 Q1	$2.11M	Sell	80,367 -8,592	-10%	-$225K	0.35%	74
2021 Q4	$2.4M	Buy	+88,959	New	+$2.31M	0.38%	66
2021 Q1	–	Sell	-77,022	Closed	-$1.65M	–	335
2020 Q4	$1.65M	Buy	+77,022	New	+$1.56M	0.35%	78

Other funds holding SCHD

Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

SLI

Sumitomo Life Insurance Tokyo, Japan $4.25B AUM 23.69% 1-Year Est. Return

AAS

Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

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

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Laidlaw Wealth Management's SCHD Position: Q4 2024 in Review

Laidlaw Wealth Management sold out of Schwab US Dividend Equity ETF (SCHD) in Q4 2024, closing a stake of 8,748 shares — an estimated $247K sold.

Laidlaw Wealth Management first reported a position in SCHD in Q4 2020 and held it in 10 quarters. The position peaked at $2.4M in Q4 2021. 1,802 funds tracked by Wall St. Rank hold SCHD as of Q4 2024.

Laidlaw Wealth Management reported no remaining Schwab US Dividend Equity ETF position as of Q4 2024 after selling out during the quarter.
Laidlaw Wealth Management sold 8,748 Schwab US Dividend Equity ETF shares in Q4 2024, an estimated $247K.
Laidlaw Wealth Management first reported a position in Schwab US Dividend Equity ETF in Q4 2020 and held it in 10 quarters.
Laidlaw Wealth Management's Schwab US Dividend Equity ETF position peaked at $2.4M in Q4 2021.
1,802 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q4 2024.

Based on Laidlaw Wealth Management's 13F filing for Q4 2024, filed 3 Feb 2025.