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 $619,078. This represents 0.12% of its overall portfolio holdings.

Number of Shares
27,034
Previous 28,189 4.1%
Holding current value
$619,078
Previous $1.18 Million 2.28%
% of portfolio
0.12%
Previous 0.13%

Shares

21 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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

About SCHWAB STRATEGIC TR US BROAD M


  • Ticker SCHB
  • Sector ETFs
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More about SCHB
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