Laidlaw Wealth Management’s Schwab US Mid-Cap ETF SCHM Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	–	Sell	-37,047	Closed	-$877K	–	353
2023 Q2	$877K	Buy	37,047 +24	+0.1%	+$541	0.17%	133
2023 Q1	$837K	Sell	37,023 -3,252	-8%	-$74.9K	0.17%	142
2022 Q4	$881K	Buy	40,275 +213	+0.5%	+$4.67K	0.19%	136
2022 Q3	$808K	Sell	40,062 -2,007	-5%	-$44.8K	0.19%	129
2022 Q2	$880K	Sell	42,069 -5,646	-12%	-$130K	0.18%	133
2022 Q1	$1.21M	Sell	47,715 -15,474	-24%	-$388K	0.2%	122
2021 Q4	$1.69M	Buy	+63,189	New	+$1.69M	0.27%	101
2021 Q1	–	Sell	-67,959	Closed	-$1.54M	–	338
2020 Q4	$1.54M	Buy	+67,959	New	+$1.42M	0.33%	87

Other funds holding SCHM

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

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

MGIA

Moneta Group Investment Advisors St Louis, Missouri $13.3B AUM 18.65% 1-Year Est. Return

PCIA

Prime Capital Investment Advisors Overland Park, Kansas $8.65B AUM 19.52% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Advisory Alpha Holland, Michigan $3.66B AUM 14.99% 1-Year Est. Return

LWMT

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

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

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

Laidlaw Wealth Management sold out of Schwab US Mid-Cap ETF (SCHM) in Q3 2023, closing a stake of 37,047 shares — an estimated $877K sold.

Laidlaw Wealth Management first reported a position in SCHM in Q4 2020 and held it in 8 quarters. The position peaked at $1.69M in Q4 2021. 776 funds tracked by Wall St. Rank hold SCHM as of Q3 2023.

Laidlaw Wealth Management reported no remaining Schwab US Mid-Cap ETF position as of Q3 2023 after selling out during the quarter.
Laidlaw Wealth Management sold 37,047 Schwab US Mid-Cap ETF shares in Q3 2023, an estimated $877K.
Laidlaw Wealth Management first reported a position in Schwab US Mid-Cap ETF in Q4 2020 and held it in 8 quarters.
Laidlaw Wealth Management's Schwab US Mid-Cap ETF position peaked at $1.69M in Q4 2021.
776 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q3 2023.

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