Laurel Wealth Advisors, Inc. Schwab Us Aggregate Bond ETF Transaction History

Laurel Wealth Advisors, Inc.

  • $1.01 Billion
  • Q4 2022

Shares

21 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2022

Aug 12, 2022
SELL
$46.62 - $50.36 $4,382 - $4,733
-94 Reduced 2.11%
4,364 $209,000
Q1 2022

May 13, 2022
SELL
$50.05 - $53.52 $1,751 - $1,873
-35 Reduced 0.78%
4,458 $225,000
Q4 2021

Feb 14, 2022
BUY
$53.63 - $54.52 $16,089 - $16,356
300 Added 7.15%
4,493 $242,000
Q3 2021

Nov 12, 2021
BUY
$54.26 - $55.17 $9,495 - $9,654
175 Added 4.36%
4,193 $228,000
Q2 2021

Aug 16, 2021
BUY
$53.9 - $54.6 $2,156 - $2,184
40 Added 1.01%
4,018 $219,000
Q1 2021

May 14, 2021
SELL
$53.75 - $55.97 $311,911 - $324,793
-5,803 Reduced 59.33%
3,978 $215,000
Q4 2020

Mar 03, 2021
BUY
$55.56 - $56.23 $11,223 - $11,358
202 Added 2.11%
9,781 $548,000
Q3 2020

Nov 13, 2020
SELL
$56.07 - $56.92 $12,167 - $12,351
-217 Reduced 2.22%
9,579 $537,000
Q2 2020

Aug 14, 2020
BUY
$54.35 - $56.24 $1,413 - $1,462
26 Added 0.27%
9,796 $551,000
Q1 2020

May 15, 2020
BUY
$50.33 - $56.09 $267,403 - $298,006
5,313 Added 119.21%
9,770 $530,000
Q4 2019

Feb 13, 2020
SELL
$53.21 - $54.14 $389,497 - $396,304
-7,320 Reduced 62.16%
4,457 $238,000
Q3 2019

Nov 13, 2019
BUY
$53.15 - $53.86 $376,142 - $381,167
7,077 Added 150.57%
11,777 $634,000
Q2 2019

Aug 13, 2019
BUY
N/A
256 Added 5.76%
4,700 $249,000
Q1 2019

May 16, 2019
BUY
N/A
4,444 New
4,444 $231,000
Q4 2018

Feb 13, 2019
SELL
N/A
-5,023 Closed
0 $0
Q3 2018

Nov 15, 2018
BUY
N/A
411 Added 8.91%
5,023 $252,000
Q2 2018

Aug 20, 2018
BUY
N/A
144 Added 3.22%
4,612 $233,000
Q1 2018

May 16, 2018
BUY
N/A
157 Added 3.64%
4,468 $227,000
Q4 2017

Feb 15, 2018
BUY
N/A
199 Added 4.84%
4,311 $224,000
Q3 2017

Nov 14, 2017
SELL
N/A
-10 Reduced 0.24%
4,112 $215,000
Q2 2017

Aug 15, 2017
BUY
N/A
4,122
4,122 $215,000

Others Institutions Holding SCHZ

# of Institutions
627
Shares Held
81.7M
Call Options Held
100
Put Options Held
0
View Full List

About SCHWAB US AGGREGATE BOND ETF

SCHZ Quotes by TradingView
  • Ticker SCHZ
  • Sector ETFs
  • Industry ETFs
More about SCHZ
Track This Portfolio

Track Laurel Wealth Advisors, Inc. Portfolio

Follow Laurel Wealth Advisors, Inc. and customize your updates to receive the information that matters most to you.

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.

Choose your preferred platform and Sign Up 👇 Telegram Email