Laidlaw Wealth Management’s Schwab 1000 Index ETF SCHK Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	–	Sell	-13,272	Closed	-$284K	–	352
2023 Q2	$284K	Sell	13,272 -3,222	-20%	-$65.2K	0.06%	269
2023 Q1	$326K	Sell	16,494 -206	-1%	-$3.98K	0.07%	248
2022 Q4	$308K	Buy	16,700 +76	+0.5%	+$1.41K	0.07%	266
2022 Q3	$288K	Sell	16,624 -100	-0.6%	-$1.92K	0.07%	245
2022 Q2	$305K	Buy	16,724 +206	+1%	+$4.09K	0.06%	262
2022 Q1	$364K	Sell	16,518 -1,242	-7%	-$27K	0.06%	272
2021 Q4	$414K	Buy	+17,760	New	+$403K	0.07%	253
2021 Q1	–	Sell	-17,968	Closed	-$336K	–	337
2020 Q4	$336K	Buy	+17,968	New	+$316K	0.07%	243

Other funds holding SCHK

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

LWMT

Legacy Wealth Management (Tennessee) Memphis, Tennessee $1.91B AUM 17.42% 1-Year Est. Return

AAG

Armstrong Advisory Group Needham, Massachusetts $1.64B AUM 19.37% 1-Year Est. Return

Waddell & Associates Memphis, Tennessee $2.02B AUM 36.49% 1-Year Est. Return

Colony Group Boston, Massachusetts $6.66B AUM 18.65% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

CBFP

Cedar Brook Financial Partners Cleveland, Ohio $698K AUM 46.64% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

HSA

HBK Sorce Advisory Erie, Pennsylvania $5.05B AUM 16.64% 1-Year Est. Return

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

Laidlaw Wealth Management sold out of Schwab 1000 Index ETF (SCHK) in Q3 2023, closing a stake of 13,272 shares — an estimated $284K sold.

Laidlaw Wealth Management first reported a position in SCHK in Q4 2020 and held it in 8 quarters. The position peaked at $414K in Q4 2021. 131 funds tracked by Wall St. Rank hold SCHK as of Q3 2023.

Laidlaw Wealth Management reported no remaining Schwab 1000 Index ETF position as of Q3 2023 after selling out during the quarter.
Laidlaw Wealth Management sold 13,272 Schwab 1000 Index ETF shares in Q3 2023, an estimated $284K.
Laidlaw Wealth Management first reported a position in Schwab 1000 Index ETF in Q4 2020 and held it in 8 quarters.
Laidlaw Wealth Management's Schwab 1000 Index ETF position peaked at $414K in Q4 2021.
131 funds tracked by Wall St. Rank held Schwab 1000 Index ETF as of Q3 2023.

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