Laidlaw Wealth Management’s Schwab US TIPS ETF SCHP Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q4	–	Sell	-13,348	Closed	-$337K	–	273
2023 Q3	$337K	Sell	13,348 -12,756	-49%	-$329K	0.11%	191
2023 Q2	$684K	Sell	26,104 -10,436	-29%	-$277K	0.13%	162
2023 Q1	$979K	Sell	36,540 -1,704	-4%	-$44.8K	0.2%	124
2022 Q4	$990K	Sell	38,244 -2,358	-6%	-$61.7K	0.21%	121
2022 Q3	$1.05M	Sell	40,602 -192	-0.5%	-$5.34K	0.25%	110
2022 Q2	$1.14M	Sell	40,794 -228	-0.6%	-$6.62K	0.23%	117
2022 Q1	$1.25M	Buy	41,022 +10,252	+33%	+$314K	0.21%	118
2021 Q4	$968K	Buy	+30,770	New	+$969K	0.15%	146
2021 Q1	–	Sell	-13,100	Closed	-$407K	–	339
2020 Q4	$407K	Buy	13,100 +6,578	+101%	+$202K	0.09%	221
2020 Q3	$201K	Buy	+6,522	New	+$200K	0.09%	195

Other funds holding SCHP

CSIA

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

QCM

Quadratic Capital Management Greenwich, Connecticut $250M AUM 0.68% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

VOYA Investment Management Atlanta, Georgia $96.1B AUM 40.06% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return

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

Laidlaw Wealth Management sold out of Schwab US TIPS ETF (SCHP) in Q4 2023, closing a stake of 13,348 shares — an estimated $337K sold.

Laidlaw Wealth Management first reported a position in SCHP in Q3 2020 and held it in 10 quarters. The position peaked at $1.25M in Q1 2022. 663 funds tracked by Wall St. Rank hold SCHP as of Q4 2023.

Laidlaw Wealth Management reported no remaining Schwab US TIPS ETF position as of Q4 2023 after selling out during the quarter.
Laidlaw Wealth Management sold 13,348 Schwab US TIPS ETF shares in Q4 2023, an estimated $337K.
Laidlaw Wealth Management first reported a position in Schwab US TIPS ETF in Q3 2020 and held it in 10 quarters.
Laidlaw Wealth Management's Schwab US TIPS ETF position peaked at $1.25M in Q1 2022.
663 funds tracked by Wall St. Rank held Schwab US TIPS ETF as of Q4 2023.

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