Laidlaw Wealth Management’s Schwab Emerging Markets Equity ETF SCHE Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	–	Sell	-26,450	Closed	-$651K	–	350
2023 Q2	$651K	Sell	26,450 -622	-2%	-$15.2K	0.13%	177
2023 Q1	$664K	Sell	27,072 -1,109	-4%	-$27.5K	0.14%	168
2022 Q4	$667K	Sell	28,181 -1,061	-4%	-$24.7K	0.14%	162
2022 Q3	$655K	Sell	29,242 -1,842	-6%	-$45.5K	0.15%	152
2022 Q2	$789K	Sell	31,084 -1,265	-4%	-$33.1K	0.16%	149
2022 Q1	$898K	Sell	32,349 -447	-1%	-$12.9K	0.15%	150
2021 Q4	$971K	Sell	32,796 -2,675	-8%	-$81.7K	0.16%	145
2021 Q3	$1.08M	Sell	35,471 -4,777	-12%	-$149K	0.28%	90
2021 Q2	$1.32M	Sell	40,248 -209	-0.5%	-$6.78K	0.34%	77
2021 Q1	$1.29M	Sell	40,457 -19,425	-32%	-$633K	0.44%	62
2020 Q4	$1.83M	Buy	59,882 +6,946	+13%	+$201K	0.39%	66
2020 Q3	$1.42M	Sell	52,936 -11,806	-18%	-$315K	0.63%	52
2020 Q2	$1.58M	Sell	64,742 -1,554	-2%	-$35.3K	0.82%	37
2020 Q1	$1.37M	Buy	66,296 +25,830	+64%	+$646K	0.9%	36
2019 Q4	$1.11M	Buy	+40,466	New	+$1.07M	0.7%	53

Other funds holding SCHE

CSIA

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

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

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

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

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

Mather Group Chicago, Illinois $10B AUM 15.14% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

SAG

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

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

Laidlaw Wealth Management sold out of Schwab Emerging Markets Equity ETF (SCHE) in Q3 2023, closing a stake of 26,450 shares — an estimated $651K sold.

Laidlaw Wealth Management first reported a position in SCHE in Q4 2019 and held it in 15 quarters. The position peaked at $1.83M in Q4 2020. 673 funds tracked by Wall St. Rank hold SCHE as of Q3 2023.

Laidlaw Wealth Management reported no remaining Schwab Emerging Markets Equity ETF position as of Q3 2023 after selling out during the quarter.
Laidlaw Wealth Management sold 26,450 Schwab Emerging Markets Equity ETF shares in Q3 2023, an estimated $651K.
Laidlaw Wealth Management first reported a position in Schwab Emerging Markets Equity ETF in Q4 2019 and held it in 15 quarters.
Laidlaw Wealth Management's Schwab Emerging Markets Equity ETF position peaked at $1.83M in Q4 2020.
673 funds tracked by Wall St. Rank held Schwab Emerging Markets Equity ETF as of Q3 2023.

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