Laurel Wealth Advisors, Inc. Schwab Short Term Us Treasury Transaction History

Laurel Wealth Advisors, Inc.

$1.01 Billion
Q4 2022

A detailed history of Laurel Wealth Advisors, Inc. transactions in Schwab Short Term Us Treasury stock. As of the latest transaction made, Laurel Wealth Advisors, Inc. holds 25,672 shares of SCHO stock, worth $623,059. This represents 0.12% of its overall portfolio holdings.

Number of Shares

25,672

Previous 25,615 0.22%

Holding current value

$623,059

Previous $1.24 Million 0.16%

% of portfolio

0.12%

Previous 0.13%

22 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2022 Feb 14, 2023	BUY	$47.89 - $48.47 $2,729 - $2,762	57 Added 0.22%	25,672 $1.24 Million
Q3 2022 Nov 14, 2022	SELL	$48.15 - $49.37 $5,729 - $5,875	-119 Reduced 0.46%	25,615 $1.24 Million
Q2 2022 Aug 12, 2022	SELL	$48.73 - $49.59 $73,241 - $74,533	-1,503 Reduced 5.52%	25,734 $1.27 Million
Q1 2022 May 13, 2022	BUY	$49.47 - $50.82 $17,710 - $18,193	358 Added 1.33%	27,237 $1.35 Million
Q4 2021 Feb 14, 2022	BUY	$50.83 - $51.21 $28,007 - $28,216	551 Added 2.09%	26,879 $1.37 Million
Q3 2021 Nov 12, 2021	BUY	$51.18 - $51.3 $22,928 - $22,982	448 Added 1.73%	26,328 $1.35 Million
Q2 2021 Aug 16, 2021	BUY	$51.19 - $51.33 $1,586 - $1,591	31 Added 0.12%	25,880 $1.33 Million
Q1 2021 May 14, 2021	SELL	$51.27 - $51.41 $769 - $771	-15 Reduced 0.06%	25,849 $1.33 Million
Q4 2020 Mar 03, 2021	BUY	$51.37 - $51.48 $135,925 - $136,216	2,646 Added 11.4%	25,864 $1.33 Million
Q3 2020 Nov 13, 2020	SELL	$51.49 - $51.63 $41,912 - $42,026	-814 Reduced 3.39%	23,218 $1.2 Million
Q2 2020 Aug 14, 2020	BUY	$51.53 - $51.71 $24,785 - $24,872	481 Added 2.04%	24,032 $1.24 Million
Q1 2020 May 15, 2020	SELL	$50.48 - $51.73 $142,202 - $145,723	-2,817 Reduced 10.68%	23,551 $1.22 Million
Q4 2019 Feb 13, 2020	SELL	$50.38 - $50.71 $9.05 Million - $9.1 Million	-179,548 Reduced 87.19%	26,368 $1.33 Million
Q3 2019 Nov 13, 2019	SELL	$50.39 - $50.59 $112,117 - $112,562	-2,225 Reduced 1.07%	205,916 $10.4 Million
Q2 2019 Aug 13, 2019	BUY	N/A	171,024 Added 460.77%	208,141 $10.5 Million
Q1 2019 May 16, 2019	BUY	N/A	7,762 Added 26.44%	37,117 $1.86 Million
Q4 2018 Feb 13, 2019	SELL	N/A	-174 Reduced 0.59%	29,355 $0
Q3 2018 Nov 15, 2018	BUY	N/A	1,207 Added 4.26%	29,529 $1.46 Million
Q2 2018 Aug 20, 2018	SELL	N/A	-419 Reduced 1.46%	28,322 $1.41 Million
Q1 2018 May 16, 2018	BUY	N/A	28,741 New	28,741 $1.43 Million
Q4 2017 Feb 15, 2018	SELL	N/A	-27,353 Closed	0 $0
Q3 2017 Nov 14, 2017	BUY	N/A	27,353	27,353 $1.38 Million

Others Institutions Holding SCHO

# of Institutions

691

Shares Held

306M

Call Options Held

104K

Put Options Held

38.4K

View Full List

About SCHWAB SHORT-TERM US TREASURY

Ticker SCHO
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Laurel Wealth Advisors, Inc. Schwab Short Term Us Treasury Transaction History