Laurel Wealth Advisors, Inc. Schwab Strategic U.S. Reit ETF Transaction History

Laurel Wealth Advisors, Inc.

$1.01 Billion
Q4 2022

A detailed history of Laurel Wealth Advisors, Inc. transactions in Schwab Strategic U.S. Reit ETF stock. As of the latest transaction made, Laurel Wealth Advisors, Inc. holds 22,048 shares of SCHH stock, worth $469,401. This represents 0.04% of its overall portfolio holdings.

Number of Shares

22,048

Previous 22,011 0.17%

Holding current value

$469,401

Previous $412,000 3.16%

% of portfolio

0.04%

Previous 0.04%

20 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2022 Feb 14, 2023	BUY	$17.68 - $20.46 $654 - $757	37 Added 0.17%	22,048 $425,000
Q3 2022 Nov 14, 2022	SELL	$18.45 - $23.6 $7,712 - $9,864	-418 Reduced 1.86%	22,011 $412,000
Q2 2022 Aug 12, 2022	SELL	$20.18 - $25.97 $7,184 - $9,245	-356 Reduced 1.56%	22,429 $473,000
Q1 2022 May 13, 2022	BUY	$22.75 - $26.16 $234,370 - $269,500	10,302 Added 82.53%	22,785 $567,000
Q4 2021 Feb 14, 2022	BUY	$22.99 - $26.35 $128,008 - $146,716	5,568 Added 80.52%	12,483 $658,000
Q3 2021 Nov 12, 2021	SELL	$22.84 - $24.92 $130,873 - $142,791	-5,730 Reduced 45.31%	6,915 $316,000
Q2 2021 Aug 16, 2021	BUY	$20.92 - $23.68 $15,773 - $17,854	754 Added 6.34%	12,645 $579,000
Q1 2021 May 14, 2021	BUY	$18.25 - $20.79 $5,475 - $6,237	300 Added 2.59%	11,891 $488,000
Q4 2020 Mar 03, 2021	BUY	$17.04 - $19.33 $23,651 - $26,830	1,388 Added 13.6%	11,591 $440,000
Q3 2020 Nov 13, 2020	SELL	$16.99 - $18.73 $821,228 - $905,333	-48,336 Reduced 82.57%	10,203 $361,000
Q2 2020 Aug 14, 2020	BUY	$14.77 - $20.35 $235,862 - $324,969	15,969 Added 37.51%	58,539 $2.06 Million
Q1 2020 May 15, 2020	BUY	$13.54 - $24.27 $124,270 - $222,750	9,178 Added 27.49%	42,570 $1.39 Million
Q4 2019 Feb 13, 2020	BUY	$22.24 - $24.07 $590,827 - $639,443	26,566 Added 389.19%	33,392 $1.54 Million
Q3 2019 Nov 13, 2019	SELL	$23.18 - $23.61 $31,872 - $32,463	-1,375 Reduced 16.77%	6,826 $322,000
Q2 2019 Aug 13, 2019	SELL	N/A	-3,152 Reduced 27.76%	8,201 $364,000
Q1 2019 May 16, 2019	BUY	N/A	2,180 Added 23.77%	11,353 $504,000
Q4 2018 Feb 13, 2019	BUY	N/A	4,541 Added 98.04%	9,173 $0
Q3 2018 Nov 15, 2018	BUY	N/A	4,632 New	4,632 $193,000
Q2 2018 Aug 20, 2018	SELL	N/A	-6,904 Closed	0 $0
Q1 2018 May 16, 2018	BUY	N/A	6,904 New	6,904 $264,000

Others Institutions Holding SCHH

# of Institutions

556

Shares Held

177M

Call Options Held

18.2K

Put Options Held

7.5K

View Full List

About SCHWAB STRATEGIC U.S. REIT ETF

Ticker SCHH
Sector ETFs
Industry ETFs

More about SCHH

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Laurel Wealth Advisors, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Laurel Wealth Advisors, Inc. with notifications on news.

Account

Laurel Wealth Advisors, Inc. Schwab Strategic U.S. Reit ETF Transaction History