A detailed history of Laurel Wealth Advisors, Inc. transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Laurel Wealth Advisors, Inc. holds 13,758 shares of SCHG stock, worth $389,488. This represents 0.08% of its overall portfolio holdings.

Number of Shares
13,758
Previous 14,060 2.15%
Holding current value
$389,488
Previous $785,000 2.68%
% of portfolio
0.08%
Previous 0.08%

Shares

21 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2022

Feb 14, 2023

SELL
$54.31 - $60.76 $16,401 - $18,349
-302 Reduced 2.15%
13,758 $764,000
Q3 2022

Nov 14, 2022

SELL
$55.81 - $69.25 $2.01 Million - $2.5 Million
-36,093 Reduced 71.97%
14,060 $785,000
Q2 2022

Aug 12, 2022

BUY
$55.73 - $76.55 $147,517 - $202,627
2,647 Added 5.57%
50,153 $2.91 Million
Q1 2022

May 13, 2022

BUY
$65.63 - $82.62 $1.56 Million - $1.96 Million
23,719 Added 99.71%
47,506 $3.56 Million
Q4 2021

Feb 14, 2022

BUY
$73.11 - $83.4 $1.41 Million - $1.61 Million
19,271 Added 426.73%
23,787 $3.9 Million
Q3 2021

Nov 12, 2021

SELL
$73.24 - $78.94 $1.51 Million - $1.63 Million
-20,647 Reduced 82.05%
4,516 $669,000
Q2 2021

Aug 16, 2021

BUY
$65.3 - $73.24 $29,058 - $32,591
445 Added 1.8%
25,163 $3.67 Million
Q1 2021

May 14, 2021

SELL
$61.41 - $68.35 $2.66 Million - $2.96 Million
-43,366 Reduced 63.69%
24,718 $3.21 Million
Q4 2020

Mar 03, 2021

SELL
$55.95 - $64.38 $25,401 - $29,228
-454 Reduced 0.66%
68,084 $8.74 Million
Q3 2020

Nov 13, 2020

SELL
$51.42 - $61.56 $320,192 - $383,334
-6,227 Reduced 8.33%
68,538 $7.89 Million
Q2 2020

Aug 14, 2020

SELL
$37.99 - $51.32 $1.02 Million - $1.37 Million
-26,739 Reduced 26.34%
74,765 $7.59 Million
Q1 2020

May 15, 2020

BUY
$34.6 - $51.17 $24,946 - $36,893
721 Added 0.72%
101,504 $8.08 Million
Q4 2019

Feb 13, 2020

BUY
$40.97 - $46.72 $421,827 - $481,029
10,296 Added 11.38%
100,783 $9.36 Million
Q3 2019

Nov 13, 2019

BUY
$41.7 - $42.86 $2.66 Million - $2.73 Million
63,681 Added 237.56%
90,487 $7.6 Million
Q2 2019

Aug 13, 2019

BUY
N/A
10,031 Added 59.8%
26,806 $2.23 Million
Q1 2019

May 16, 2019

BUY
N/A
408 Added 2.49%
16,775 $1.33 Million
Q4 2018

Feb 13, 2019

BUY
N/A
16,367 New
16,367 $0
Q3 2018

Nov 15, 2018

SELL
N/A
-5,785 Closed
0 $0
Q2 2018

Aug 20, 2018

BUY
N/A
1,330 Added 29.85%
5,785 $438,000
Q1 2018

May 16, 2018

SELL
N/A
-71 Reduced 1.57%
4,455 $319,000
Q2 2017

Aug 15, 2017

BUY
N/A
4,526
4,526 $286,000

Others Institutions Holding SCHG

About SCHWAB STRATEGIC TR US LARGE-C


  • Ticker SCHG
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