SCHWAB STRATEGIC TR

Ticker: SCHD CUSIP: 808524797 Class: US DIVIDEND EQ

Laidlaw Wealth Management LLC's Holding History (CIK: 0001800608)

Note: Option positions (PUT/CALL) are excluded.

Q3 2024
Shares 2,916 Value ($000) $247 Avg Close Range
Q2 2024
Shares 2,671 Value ($000) $208 Avg Close Range
Q2 2023
Shares 29,859 Value ($000) $2,168 Avg Close Range
Q1 2023
Shares 26,848 Value ($000) $1,964 Avg Close Range
Q4 2022
Shares 27,337 Value ($000) $2,065 Avg Close Range
Q3 2022
Shares 27,434 Value ($000) $1,822 Avg Close Range
Q2 2022
Shares 27,434 Value ($000) $1,965 Avg Close Range
Q1 2022
Shares 26,789 Value ($000) $2,113 Avg Close Range
Q4 2021
Shares 29,653 Value ($000) $2,397 Avg Close Range
Q4 2020
Shares 25,674 Value ($000) $1,647 Avg Close Range