Laurel Wealth Advisors, Inc. Schwab Strategic Tr Us Broad M Transaction History

Laurel Wealth Advisors, Inc.

$1.01 Billion
Q4 2022

A detailed history of Laurel Wealth Advisors, Inc. transactions in Schwab Strategic Tr Us Broad M stock. As of the latest transaction made, Laurel Wealth Advisors, Inc. holds 27,034 shares of SCHB stock, worth $1.79 Million. This represents 0.12% of its overall portfolio holdings.

Number of Shares

27,034

Previous 28,189 4.1%

Holding current value

$1.79 Million

Previous $1.18 Million 2.28%

% of portfolio

0.12%

Previous 0.13%

21 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2022 Feb 14, 2023	SELL	$41.94 - $47.81 $48,440 - $55,220	-1,155 Reduced 4.1%	27,034 $1.21 Million
Q3 2022 Nov 14, 2022	SELL	$41.99 - $50.63 $1,091 - $1,316	-26 Reduced 0.09%	28,189 $1.18 Million
Q2 2022 Aug 12, 2022	BUY	$42.93 - $53.98 $171 - $215	4 Added 0.01%	28,215 $1.25 Million
Q1 2022 May 13, 2022	BUY	$49.15 - $56.85 $734,989 - $850,134	14,954 Added 112.8%	28,211 $1.51 Million
Q4 2021 Feb 14, 2022	BUY	$51.87 - $56.86 $16,650 - $18,252	321 Added 2.48%	13,257 $1.5 Million
Q2 2021 Aug 16, 2021	BUY	$48.92 - $52.14 $1,076 - $1,147	22 Added 0.17%	12,936 $1.35 Million
Q1 2021 May 14, 2021	SELL	$44.89 - $48.81 $45,024 - $48,956	-1,003 Reduced 7.21%	12,914 $1.25 Million
Q4 2020 Mar 03, 2021	BUY	$39.03 - $45.5 $1,522 - $1,774	39 Added 0.28%	13,917 $1.27 Million
Q3 2020 Nov 13, 2020	SELL	$36.93 - $42.52 $6,241 - $7,185	-169 Reduced 1.2%	13,878 $1.11 Million
Q2 2020 Aug 14, 2020	BUY	$28.84 - $38.49 $836 - $1,116	29 Added 0.21%	14,047 $1.03 Million
Q1 2020 May 15, 2020	SELL	$26.18 - $40.44 $3,377 - $5,216	-129 Reduced 0.91%	14,018 $847,000
Q4 2019 Feb 13, 2020	SELL	$34.47 - $38.58 $116,646 - $130,554	-3,384 Reduced 19.3%	14,147 $1.09 Million
Q3 2019 Nov 13, 2019	BUY	$35.32 - $36.13 $129,235 - $132,199	3,659 Added 26.38%	17,531 $1.25 Million
Q2 2019 Aug 13, 2019	SELL	N/A	-116 Reduced 0.83%	13,872 $978,000
Q1 2019 May 16, 2019	BUY	N/A	8,617 Added 160.44%	13,988 $952,000
Q4 2018 Feb 13, 2019	BUY	N/A	1,895 Added 54.52%	5,371 $0
Q3 2018 Nov 15, 2018	BUY	N/A	14 Added 0.4%	3,476 $244,000
Q1 2018 May 16, 2018	SELL	N/A	-3,526 Reduced 50.46%	3,462 $220,000
Q4 2017 Feb 15, 2018	BUY	N/A	2,331 Added 50.05%	6,988 $450,000
Q3 2017 Nov 14, 2017	SELL	N/A	-314 Reduced 6.32%	4,657 $283,000
Q2 2017 Aug 15, 2017	BUY	N/A	4,971	4,971 $290,000

Others Institutions Holding SCHB

# of Institutions

1,146

Shares Held

165M

Call Options Held

188K

Put Options Held

19.4K

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Laurel Wealth Advisors, Inc. Schwab Strategic Tr Us Broad M Transaction History