Laurel Wealth Advisors, Inc. Schwab Strategic Tr Us Large C 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 Large C stock. As of the latest transaction made, Laurel Wealth Advisors, Inc. holds 7,356 shares of SCHV stock, worth $204,496. This represents 0.05% of its overall portfolio holdings.

Number of Shares

7,356

Previous 7,332 0.33%

Holding current value

$204,496

Previous $429,000 13.29%

% of portfolio

0.05%

Previous 0.05%

22 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2022 Feb 14, 2023	BUY	$59.13 - $69.24 $1,419 - $1,661	24 Added 0.33%	7,356 $486,000
Q3 2022 Nov 14, 2022	SELL	$58.51 - $69.02 $713,119 - $841,215	-12,188 Reduced 62.44%	7,332 $429,000
Q2 2022 Aug 12, 2022	BUY	$60.93 - $72.3 $830,536 - $985,521	13,631 Added 231.47%	19,520 $1.22 Million
Q1 2022 May 13, 2022	BUY	$67.71 - $74.19 $1,354 - $1,483	20 Added 0.34%	5,889 $420,000
Q4 2021 Feb 14, 2022	BUY	$67.9 - $73.3 $1,833 - $1,979	27 Added 0.46%	5,869 $430,000
Q3 2021 Nov 12, 2021	BUY	$66.91 - $71.05 $1,538 - $1,634	23 Added 0.4%	5,842 $394,000
Q2 2021 Aug 16, 2021	BUY	$65.81 - $69.75 $79,630 - $84,397	1,210 Added 26.25%	5,819 $398,000
Q1 2021 May 14, 2021	SELL	$58.71 - $65.66 $2.55 Million - $2.85 Million	-43,350 Reduced 90.39%	4,609 $301,000
Q4 2020 Mar 03, 2021	SELL	$50.83 - $59.53 $180,446 - $211,331	-3,550 Reduced 6.89%	47,959 $2.86 Million
Q3 2020 Nov 13, 2020	SELL	$49.44 - $54.86 $93,787 - $104,069	-1,897 Reduced 3.55%	51,509 $2.69 Million
Q2 2020 Aug 14, 2020	SELL	$42.21 - $55.29 $238,866 - $312,886	-5,659 Reduced 9.58%	53,406 $2.68 Million
Q1 2020 May 15, 2020	BUY	$38.4 - $61.03 $15,168 - $24,106	395 Added 0.67%	59,065 $2.62 Million
Q4 2019 Feb 13, 2020	SELL	$54.73 - $60.25 $13,463 - $14,821	-246 Reduced 0.42%	58,670 $3.53 Million
Q3 2019 Nov 13, 2019	BUY	$56.56 - $57.5 $839,916 - $853,875	14,850 Added 33.7%	58,916 $3.34 Million
Q2 2019 Aug 13, 2019	BUY	N/A	11,959 Added 37.25%	44,066 $2.47 Million
Q1 2019 May 16, 2019	BUY	N/A	1,510 Added 4.94%	32,107 $1.76 Million
Q4 2018 Feb 13, 2019	BUY	N/A	18,002 Added 142.93%	30,597 $0
Q3 2018 Nov 15, 2018	BUY	N/A	4,610 Added 57.73%	12,595 $706,000
Q2 2018 Aug 20, 2018	BUY	N/A	995 Added 14.23%	7,985 $424,000
Q1 2018 May 16, 2018	BUY	N/A	1,345 Added 23.83%	6,990 $369,000
Q4 2017 Feb 15, 2018	BUY	N/A	305 Added 5.71%	5,645 $308,000
Q2 2017 Aug 15, 2017	BUY	N/A	5,340	5,340 $268,000

Others Institutions Holding SCHV

# of Institutions

831

Shares Held

112M

Call Options Held

Put Options Held

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About SCHWAB STRATEGIC TR US LARGE-C

Ticker SCHV
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Laurel Wealth Advisors, Inc. Schwab Strategic Tr Us Large C Transaction History