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Laidlaw Wealth Management’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

Laidlaw Wealth Management’s Portfolio SCHG Stock Details SCHG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-104,026
Closed -$2.9M – 138
2024
Q4 		$2.9M Sell
104,026
-33,342
-24% -$912K 1.26% 17
2024
Q3 		$3.58M Buy
137,368
+8,432
+7% +$212K 1.77% 10
2024
Q2 		$3.25M Sell
128,936
-11,480
-8% -$271K 1.78% 12
2024
Q1 		$3.25M Sell
140,416
-41,508
-23% -$918K 1.82% 10
2023
Q4 		$3.77M Sell
181,924
-119,600
-40% -$2.31M 1.37% 12
2023
Q3 		$5.48M Sell
301,524
-182,092
-38% -$3.43M 1.81% 4
2023
Q2 		$9.06M Buy
483,616
+10,672
+2% +$183K 1.77% 6
2023
Q1 		$7.71M Sell
472,944
-35,264
-7% -$535K 1.57% 5
2022
Q4 		$7.06M Buy
508,208
+8,892
+2% +$128K 1.51% 6
2022
Q3 		$6.97M Sell
499,316
-1,232
-0.2% -$19.3K 1.63% 7
2022
Q2 		$7.26M Buy
500,548
+44,272
+10% +$708K 1.48% 5
2022
Q1 		$8.54M Buy
456,276
+20,244
+5% +$369K 1.43% 8
2021
Q4 		$8.93M Sell
436,032
-14,488
-3% -$290K 1.43% 7
2021
Q3 		$8.34M Sell
450,520
-64,360
-13% -$1.23M 2.14% 6
2021
Q2 		$9.39M Buy
514,880
+27,192
+6% +$470K 2.42% 4
2021
Q1 		$7.91M Sell
487,688
-46,416
-9% -$755K 2.7% 4
2020
Q4 		$8.57M Buy
534,104
+113,880
+27% +$1.73M 1.81% 7
2020
Q3 		$6.05M Buy
420,224
+15,184
+4% +$212K 2.69% 4
2020
Q2 		$5.14M Sell
405,040
-18,744
-4% -$219K 2.68% 4
2020
Q1 		$4.22M Buy
423,784
+136,856
+48% +$1.56M 2.76% 4
2019
Q4 		$3.33M Buy
+286,928
New +$3.16M 2.11% 4

Other funds holding SCHG

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $10B AUM 15.14% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
APP
Avantax Planning Partners Dubuque, Iowa $3.64B AUM 14.73% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Laidlaw Wealth Management's SCHG Position: Q1 2025 in Review

Laidlaw Wealth Management sold out of Schwab US Large-Cap Growth ETF (SCHG) in Q1 2025, closing a stake of 104,026 shares — an estimated $2.9M sold.

Laidlaw Wealth Management first reported a position in SCHG in Q4 2019 and held it in 21 quarters. The position peaked at $9.39M in Q2 2021. 1,376 funds tracked by Wall St. Rank hold SCHG as of Q1 2025.

  • Laidlaw Wealth Management reported no remaining Schwab US Large-Cap Growth ETF position as of Q1 2025 after selling out during the quarter.
  • Laidlaw Wealth Management sold 104,026 Schwab US Large-Cap Growth ETF shares in Q1 2025, an estimated $2.9M.
  • Laidlaw Wealth Management first reported a position in Schwab US Large-Cap Growth ETF in Q4 2019 and held it in 21 quarters.
  • Laidlaw Wealth Management's Schwab US Large-Cap Growth ETF position peaked at $9.39M in Q2 2021.
  • 1,376 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q1 2025.

Based on Laidlaw Wealth Management's 13F filing for Q1 2025, filed 16 May 2025.