Laurel Wealth Advisors LLC Schwab Strategic U.S. Mid Cap Transaction History

Laurel Wealth Advisors LLC

$617 Million
Q3 2024

Shares

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2021 Nov 12, 2021	SELL	$74.65 - $80.95 $137,953 - $149,595	-1,848 Closed	0 $0
Q4 2020 Feb 04, 2021	BUY	$55.93 - $68.45 $838 - $1,026	15 Added 0.82%	1,848 $126,000
Q3 2020 Nov 10, 2020	SELL	$51.99 - $58.83 $4,419 - $5,000	-85 Reduced 4.43%	1,833 $102,000
Q2 2020 Aug 06, 2020	BUY	$39.01 - $57.03 $14,043 - $20,530	360 Added 23.11%	1,918 $101,000
Q1 2020 Apr 30, 2020	SELL	$35.83 - $62.24 $18,452 - $32,053	-515 Reduced 24.84%	1,558 $66,000
Q3 2019 Nov 13, 2019	BUY	$56.23 - $57.59 $21,086 - $21,596	375 Added 22.08%	2,073 $117,000
Q2 2019 Aug 07, 2019	BUY	N/A	300 Added 21.46%	1,698 $97,000
Q1 2019 May 09, 2019	SELL	N/A	-135 Reduced 8.81%	1,398 $77,000
Q4 2018 Feb 08, 2019	BUY	N/A	1,533 New	1,533 $73,000

Others Institutions Holding SCHM

# of Institutions

950

Shares Held

108M

Call Options Held

8.1K

Put Options Held

3.6K

Financial Engines Advisors L.L.C. Santa Clara, CA

25.9M
Shares

$723 Million
4.42% of portfolio
Creative Planning Overland Park, KS

9.83M
Shares

$274 Million
0.81% of portfolio
Moneta Group Investment Advisors LLC St Louis, MO

7.18M
Shares

$200 Million
6.46% of portfolio
High Tower Advisors, LLC Chicago, IL

3.26M
Shares

$90.9 Million
0.4% of portfolio
Northwestern Mutual Wealth Management CO

2.37M
Shares

$66.1 Million
0.18% of portfolio

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