Laidlaw Wealth Management’s Schwab International Equity ETF SCHF Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	–	Sell	-68,282	Closed	-$1.22M	–	351
2023 Q2	$1.22M	Sell	68,282 -26,036	-28%	-$462K	0.24%	103
2023 Q1	$1.64M	Sell	94,318 -7,614	-7%	-$130K	0.34%	80
2022 Q4	$1.64M	Buy	101,932 +214	+0.2%	+$3.34K	0.35%	81
2022 Q3	$1.43M	Sell	101,718 -4,636	-4%	-$72.8K	0.33%	84
2022 Q2	$1.67M	Sell	106,354 -5,762	-5%	-$98.1K	0.34%	84
2022 Q1	$2.06M	Sell	112,116 -7,896	-7%	-$147K	0.34%	77
2021 Q4	$2.33M	Sell	120,012 -4,236	-3%	-$83.2K	0.37%	71
2021 Q3	$2.4M	Sell	124,248 -7,624	-6%	-$152K	0.62%	43
2021 Q2	$2.6M	Sell	131,872 -5,582	-4%	-$110K	0.67%	38
2021 Q1	$2.59M	Sell	137,454 -41,402	-23%	-$772K	0.88%	32
2020 Q4	$3.22M	Buy	178,856 +36,046	+25%	+$608K	0.68%	33
2020 Q3	$2.24M	Sell	142,810 -23,412	-14%	-$368K	1%	19
2020 Q2	$2.47M	Sell	166,222 -868	-0.5%	-$12.2K	1.29%	13
2020 Q1	$2.16M	Buy	167,090 +55,372	+50%	+$852K	1.41%	14
2019 Q4	$1.88M	Buy	+111,718	New	+$1.84M	1.19%	16

Other funds holding SCHF

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

Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return

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

CSIA

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

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

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

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

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

Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return

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

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

Laidlaw Wealth Management sold out of Schwab International Equity ETF (SCHF) in Q3 2023, closing a stake of 68,282 shares — an estimated $1.22M sold.

Laidlaw Wealth Management first reported a position in SCHF in Q4 2019 and held it in 15 quarters. The position peaked at $3.22M in Q4 2020. 1,009 funds tracked by Wall St. Rank hold SCHF as of Q3 2023.

Laidlaw Wealth Management reported no remaining Schwab International Equity ETF position as of Q3 2023 after selling out during the quarter.
Laidlaw Wealth Management sold 68,282 Schwab International Equity ETF shares in Q3 2023, an estimated $1.22M.
Laidlaw Wealth Management first reported a position in Schwab International Equity ETF in Q4 2019 and held it in 15 quarters.
Laidlaw Wealth Management's Schwab International Equity ETF position peaked at $3.22M in Q4 2020.
1,009 funds tracked by Wall St. Rank held Schwab International Equity ETF as of Q3 2023.

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