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Laidlaw Wealth Management’s Schwab US Aggregate Bond ETF SCHZ Stock Holding History

Laidlaw Wealth Management’s Portfolio SCHZ Stock Details SCHZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-17,648
Closed -$407K – 357
2023
Q2 		$407K Sell
17,648
-41,554
-70% -$967K 0.08% 221
2023
Q1 		$1.39M Sell
59,202
-896
-1% -$20.8K 0.28% 96
2022
Q4 		$1.37M Sell
60,098
-2,088
-3% -$47.5K 0.29% 96
2022
Q3 		$1.41M Sell
62,186
-18,968
-23% -$452K 0.33% 85
2022
Q2 		$1.94M Sell
81,154
-938
-1% -$22.7K 0.4% 75
2022
Q1 		$2.08M Sell
82,092
-39,088
-32% -$1.02M 0.35% 75
2021
Q4 		$3.27M Buy
+121,180
New +$3.28M 0.52% 51
2021
Q1 		– Sell
-146,232
Closed -$4.1M – 342
2020
Q4 		$4.1M Buy
146,232
+93,232
+176% +$2.61M 0.86% 17
2020
Q3 		$1.49M Buy
53,000
+162
+0.3% +$4.57K 0.66% 47
2020
Q2 		$1.49M Sell
52,838
-316
-0.6% -$8.79K 0.78% 42
2020
Q1 		$1.44M Buy
53,154
+5,170
+11% +$140K 0.94% 34
2019
Q4 		$1.28M Buy
+47,984
New +$1.29M 0.81% 39

Other funds holding SCHZ

Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
APP
Avantax Planning Partners Dubuque, Iowa $3.64B AUM 14.73% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
RA
Rational Advisors Huntington, New York $980M AUM 9.86% 1-Year Est. Return
RIM
Rockbridge Investment Management Syracuse, New York $1.11B AUM 13.62% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

Laidlaw Wealth Management sold out of Schwab US Aggregate Bond ETF (SCHZ) in Q3 2023, closing a stake of 17,648 shares — an estimated $407K sold.

Laidlaw Wealth Management first reported a position in SCHZ in Q4 2019 and held it in 12 quarters. The position peaked at $4.1M in Q4 2020. 537 funds tracked by Wall St. Rank hold SCHZ as of Q3 2023.

  • Laidlaw Wealth Management reported no remaining Schwab US Aggregate Bond ETF position as of Q3 2023 after selling out during the quarter.
  • Laidlaw Wealth Management sold 17,648 Schwab US Aggregate Bond ETF shares in Q3 2023, an estimated $407K.
  • Laidlaw Wealth Management first reported a position in Schwab US Aggregate Bond ETF in Q4 2019 and held it in 12 quarters.
  • Laidlaw Wealth Management's Schwab US Aggregate Bond ETF position peaked at $4.1M in Q4 2020.
  • 537 funds tracked by Wall St. Rank held Schwab US Aggregate Bond ETF as of Q3 2023.

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