LWM
Laidlaw Wealth Management’s Schwab International Equity ETF SCHF Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-34,141
| Closed | -$1.22M | – | 351 |
|
|
2023
Q2 | $1.22M | Sell |
34,141
-13,018
| -28% | -$464K | 0.24% | 103 |
|
|
2023
Q1 | $1.64M | Sell |
47,159
-3,807
| -7% | -$132K | 0.34% | 80 |
|
|
2022
Q4 | $1.64M | Buy |
50,966
+107
| +0.2% | +$3.45K | 0.35% | 81 |
|
|
2022
Q3 | $1.43M | Sell |
50,859
-2,318
| -4% | -$65.2K | 0.33% | 84 |
|
|
2022
Q2 | $1.67M | Sell |
53,177
-2,881
| -5% | -$90.6K | 0.34% | 84 |
|
|
2022
Q1 | $2.06M | Sell |
56,058
-3,948
| -7% | -$145K | 0.34% | 77 |
|
|
2021
Q4 | $2.33M | Sell |
60,006
-2,118
| -3% | -$82.3K | 0.37% | 71 |
|
|
2021
Q3 | $2.4M | Sell |
62,124
-3,812
| -6% | -$148K | 0.62% | 43 |
|
|
2021
Q2 | $2.6M | Sell |
65,936
-2,791
| -4% | -$110K | 0.67% | 38 |
|
|
2021
Q1 | $2.59M | Sell |
68,727
-20,701
| -23% | -$779K | 0.88% | 32 |
|
|
2020
Q4 | $3.22M | Buy |
89,428
+18,023
| +25% | +$649K | 0.68% | 33 |
|
|
2020
Q3 | $2.24M | Sell |
71,405
-11,706
| -14% | -$368K | 1% | 19 |
|
|
2020
Q2 | $2.47M | Sell |
83,111
-434
| -0.5% | -$12.9K | 1.29% | 13 |
|
|
2020
Q1 | $2.16M | Buy |
83,545
+27,686
| +50% | +$715K | 1.41% | 14 |
|
|
2019
Q4 | $1.88M | Buy |
+55,859
| New | +$1.88M | 1.19% | 16 |
|