SCHWAB STRATEGIC TR

Ticker: SCHZ CUSIP: 808524839 Class: US AGGREGATE B

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

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

Q2 2023
Shares 8,824 Value ($000) $407 Avg Close — Range —
Q1 2023
Shares 29,601 Value ($000) $1,389 Avg Close — Range —
Q4 2022
Shares 30,049 Value ($000) $1,372 Avg Close — Range —
Q3 2022
Shares 31,093 Value ($000) $1,409 Avg Close — Range —
Q2 2022
Shares 40,577 Value ($000) $1,942 Avg Close — Range —
Q1 2022
Shares 41,046 Value ($000) $2,076 Avg Close — Range —
Q4 2021
Shares 60,590 Value ($000) $3,266 Avg Close — Range —
Q4 2020
Shares 73,116 Value ($000) $4,097 Avg Close — Range —
Q3 2020
Shares 26,500 Value ($000) $1,486 Avg Close — Range —
Q2 2020
Shares 26,419 Value ($000) $1,486 Avg Close — Range —
Q1 2020
Shares 26,577 Value ($000) $1,442 Avg Close — Range —
Q4 2019
Shares 23,992 Value ($000) $1,282 Avg Close — Range —