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

Laurel Wealth Advisors LLC

$617 Million
Q3 2024

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 305 shares of SCHV stock, worth $8,000. This represents 0.0% of its overall portfolio holdings.

Number of Shares

305

Previous 100 205.0%

Holding current value

$8,000

Previous $7,000 242.86%

% of portfolio

0.0%

Previous 0.0%

17 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 05, 2024	BUY	$73.43 - $80.37 $15,053 - $16,475	205 Added 205.0%	305 $24,000
Q3 2023 Nov 14, 2023	BUY	$64.45 - $69.39 $2,578 - $2,775	40 Added 66.67%	100 $6,000
Q1 2023 May 08, 2023	BUY	$62.59 - $69.3 $625 - $693	10 Added 20.0%	60 $3,000
Q4 2022 Feb 07, 2023	SELL	$59.13 - $69.24 $16,260 - $19,041	-275 Reduced 84.62%	50 $3,000
Q2 2022 Aug 12, 2022	BUY	$60.93 - $72.3 $1,218 - $1,446	20 Added 6.56%	325 $20,000
Q4 2021 Feb 01, 2022	BUY	$67.9 - $73.3 $2,376 - $2,565	35 Added 12.96%	305 $22,000
Q3 2021 Nov 12, 2021	SELL	$66.91 - $71.05 $27,433 - $29,130	-410 Reduced 60.29%	270 $18,000
Q2 2021 Aug 02, 2021	SELL	$65.81 - $69.75 $9,542 - $10,113	-145 Reduced 17.58%	680 $46,000
Q1 2021 May 04, 2021	BUY	$58.71 - $65.66 $2,054 - $2,298	35 Added 4.43%	825 $54,000
Q4 2020 Feb 04, 2021	BUY	$50.83 - $59.53 $3,812 - $4,464	75 Added 10.49%	790 $47,000
Q3 2020 Nov 10, 2020	SELL	$49.44 - $54.86 $24,720 - $27,430	-500 Reduced 41.15%	715 $37,000
Q2 2020 Aug 06, 2020	SELL	$42.21 - $55.29 $2,743 - $3,593	-65 Reduced 5.08%	1,215 $61,000
Q1 2020 Apr 30, 2020	BUY	$38.4 - $61.03 $5,184 - $8,239	135 Added 11.79%	1,280 $57,000
Q4 2019 Jan 31, 2020	BUY	$54.73 - $60.25 $10,672 - $11,748	195 Added 20.53%	1,145 $69,000
Q2 2019 Aug 07, 2019	BUY	N/A	429 Added 82.34%	950 $53,000
Q1 2019 May 09, 2019	SELL	N/A	-17 Reduced 3.16%	521 $29,000
Q4 2018 Feb 08, 2019	BUY	N/A	538 New	538 $27,000

Others Institutions Holding SCHV

# of Institutions

836

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 LLC Schwab Strategic Tr Us Large C Transaction History