LWM
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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

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Creative Planning
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US Bancorp
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Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $18.1B AUM 15% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return
MGIA
Moneta Group Investment Advisors St Louis, Missouri $13.3B AUM 18.65% 1-Year Est. Return