Laurel Wealth Advisors LLC Schwab Strategic Tr Us Large C Transaction History

Laurel Wealth Advisors LLC

$624 Million
Q1 2025

A detailed history of Laurel Wealth Advisors LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Laurel Wealth Advisors LLC holds 3,784 shares of SCHG stock, worth $114,049. This represents 0.02% of its overall portfolio holdings.

Number of Shares

3,784

Previous 3,750 0.91%

Holding current value

$114,049

Previous $104,000 9.62%

% of portfolio

0.02%

Previous 0.02%

18 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 15, 2025	BUY	$24.91 - $29.02 $846 - $986	34 Added 0.91%	3,784 $94,000
Q4 2024 Jan 14, 2025	BUY	$25.93 - $105.3 $72,085 - $292,734	2,780 Added 286.6%	3,750 $104,000
Q3 2024 Nov 05, 2024	BUY	$92.63 - $105.69 $15,376 - $17,544	166 Added 20.65%	970 $101,000
Q2 2024 Jul 31, 2024	BUY	$87.04 - $101.61 $870 - $1,016	10 Added 1.26%	804 $81,000
Q4 2023 Feb 13, 2024	SELL	$70.08 - $83.37 $350 - $416	-5 Reduced 0.63%	794 $65,000
Q2 2023 Aug 14, 2023	SELL	$63.6 - $74.95 $3,816 - $4,497	-60 Reduced 6.98%	799 $59,000
Q1 2023 May 08, 2023	BUY	$54.19 - $65.17 $1,083 - $1,303	20 Added 2.38%	859 $55,000
Q4 2022 Feb 07, 2023	SELL	$54.31 - $60.76 $1,955 - $2,187	-36 Reduced 4.11%	839 $46,000
Q3 2022 Nov 15, 2022	BUY	$55.81 - $69.25 $5,022 - $6,232	90 Added 11.46%	875 $49,000
Q2 2022 Aug 12, 2022	BUY	$55.73 - $76.55 $9,195 - $12,630	165 Added 26.61%	785 $46,000
Q1 2022 May 02, 2022	BUY	$65.63 - $82.62 $23,954 - $30,156	365 Added 143.14%	620 $46,000
Q3 2021 Nov 12, 2021	SELL	$73.24 - $78.94 $5,712 - $6,157	-78 Reduced 23.42%	255 $38,000
Q2 2021 Aug 02, 2021	SELL	$65.3 - $73.24 $1,306 - $1,464	-20 Reduced 5.67%	333 $49,000
Q3 2020 Nov 10, 2020	SELL	$51.42 - $61.56 $4,627 - $5,540	-90 Reduced 20.32%	353 $41,000
Q1 2020 Apr 30, 2020	BUY	$34.6 - $51.17 $2,871 - $4,247	83 Added 23.06%	443 $35,000
Q4 2019 Jan 31, 2020	SELL	$40.97 - $46.72 $1,229 - $1,401	-30 Reduced 7.69%	360 $33,000
Q1 2019 May 09, 2019	SELL	N/A	-135 Reduced 25.71%	390 $31,000
Q4 2018 Feb 08, 2019	BUY	N/A	525 New	525 $36,000

Others Institutions Holding SCHG

# of Institutions

1,556

Shares Held

759M

Call Options Held

327K

Put Options Held

193K

View Full List

About SCHWAB STRATEGIC TR US LARGE-C

Ticker SCHG
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Laurel Wealth Advisors LLC Schwab Strategic Tr Us Large C Transaction History