Laidlaw Wealth Management’s Schwab US Large-Cap Value ETF SCHV Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	–	Sell	-24,390	Closed	-$545K	–	355
2023 Q2	$545K	Sell	24,390 -7,866	-24%	-$172K	0.11%	194
2023 Q1	$705K	Sell	32,256 -5,886	-15%	-$131K	0.14%	162
2022 Q4	$839K	Sell	38,142 -5,505	-13%	-$119K	0.18%	142
2022 Q3	$851K	Sell	43,647 -2,808	-6%	-$60.5K	0.2%	123
2022 Q2	$967K	Sell	46,455 -2,319	-5%	-$52.1K	0.2%	128
2022 Q1	$1.16M	Sell	48,774 -11,223	-19%	-$266K	0.19%	127
2021 Q4	$1.46M	Sell	59,997 -16,074	-21%	-$381K	0.23%	117
2021 Q3	$1.71M	Sell	76,071 -13,998	-16%	-$324K	0.44%	71
2021 Q2	$2.05M	Sell	90,069 -10,092	-10%	-$229K	0.53%	51
2021 Q1	$2.18M	Sell	100,161 -71,142	-42%	-$1.48M	0.74%	37
2020 Q4	$3.4M	Sell	171,303 -47,478	-22%	-$888K	0.72%	31
2020 Q3	$3.81M	Sell	218,781 -48,549	-18%	-$849K	1.69%	9
2020 Q2	$4.46M	Sell	267,330 -2,157	-0.8%	-$35.2K	2.33%	6
2020 Q1	$3.98M	Buy	269,487 +108,573	+67%	+$1.99M	2.6%	5
2019 Q4	$3.23M	Buy	+160,914	New	+$3.12M	2.04%	5

Other funds holding SCHV

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

Mather Group Chicago, Illinois $10B AUM 15.14% 1-Year Est. Return

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

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

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

APP

Avantax Planning Partners Dubuque, Iowa $3.64B AUM 14.73% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return

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

Laidlaw Wealth Management sold out of Schwab US Large-Cap Value ETF (SCHV) in Q3 2023, closing a stake of 24,390 shares — an estimated $545K sold.

Laidlaw Wealth Management first reported a position in SCHV in Q4 2019 and held it in 15 quarters. The position peaked at $4.46M in Q2 2020. 644 funds tracked by Wall St. Rank hold SCHV as of Q3 2023.

Laidlaw Wealth Management reported no remaining Schwab US Large-Cap Value ETF position as of Q3 2023 after selling out during the quarter.
Laidlaw Wealth Management sold 24,390 Schwab US Large-Cap Value ETF shares in Q3 2023, an estimated $545K.
Laidlaw Wealth Management first reported a position in Schwab US Large-Cap Value ETF in Q4 2019 and held it in 15 quarters.
Laidlaw Wealth Management's Schwab US Large-Cap Value ETF position peaked at $4.46M in Q2 2020.
644 funds tracked by Wall St. Rank held Schwab US Large-Cap Value ETF as of Q3 2023.

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