Laidlaw Wealth Management’s Schwab US REIT ETF SCHH Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q4	–	Sell	-17,397	Closed	-$309K	–	272
2023 Q3	$309K	Sell	17,397 -645	-4%	-$12.4K	0.1%	198
2023 Q2	$352K	Sell	18,042 -3,150	-15%	-$60.4K	0.07%	240
2023 Q1	$413K	Sell	21,192 -55	-0.3%	-$1.1K	0.08%	221
2022 Q4	$410K	Sell	21,247 -210	-1%	-$4.04K	0.09%	217
2022 Q3	$401K	Buy	21,457 +855	+4%	+$18.5K	0.09%	198
2022 Q2	$435K	Sell	20,602 -242	-1%	-$5.57K	0.09%	218
2022 Q1	$519K	Buy	20,844 +2	+0%	+$48	0.09%	211
2021 Q4	$549K	Buy	+20,842	New	+$514K	0.09%	212
2021 Q1	–	Sell	-11,520	Closed	-$219K	–	336
2020 Q4	$219K	Buy	+11,520	New	+$213K	0.05%	321

Other funds holding SCHH

CSIA

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

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.28% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return

MGIA

Moneta Group Investment Advisors St Louis, Missouri $13.5B AUM 24.62% 1-Year Est. Return

Laidlaw Wealth Management's SCHH Position: Q4 2023 in Review

Laidlaw Wealth Management sold out of Schwab US REIT ETF (SCHH) in Q4 2023, closing a stake of 17,397 shares — an estimated $309K sold.

Laidlaw Wealth Management first reported a position in SCHH in Q4 2020 and held it in 9 quarters. The position peaked at $549K in Q4 2021. 507 funds tracked by Wall St. Rank hold SCHH as of Q4 2023.

Laidlaw Wealth Management reported no remaining Schwab US REIT ETF position as of Q4 2023 after selling out during the quarter.
Laidlaw Wealth Management sold 17,397 Schwab US REIT ETF shares in Q4 2023, an estimated $309K.
Laidlaw Wealth Management first reported a position in Schwab US REIT ETF in Q4 2020 and held it in 9 quarters.
Laidlaw Wealth Management's Schwab US REIT ETF position peaked at $549K in Q4 2021.
507 funds tracked by Wall St. Rank held Schwab US REIT ETF as of Q4 2023.

Based on Laidlaw Wealth Management's 13F filing for Q4 2023, filed 12 Feb 2024.