Laurel Wealth Planning LLC Schwab Strategic Tr Us Dividen Transaction History

Laurel Wealth Planning LLC

$153 Million
Q3 2024

Shares

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2024 Apr 22, 2024	SELL	$75.25 - $80.63 $36,947 - $39,589	-491 Reduced 2.88%	16,563 $1.34 Million
Q4 2023 Feb 09, 2024	SELL	$66.9 - $76.32 $11,640 - $13,279	-174 Reduced 1.01%	17,054 $1.3 Million
Q3 2023 Oct 27, 2023	SELL	$70.63 - $75.66 $98,246 - $105,243	-1,391 Reduced 7.47%	17,228 $1.22 Million
Q2 2023 Jul 19, 2023	SELL	$69.18 - $73.94 $5.58 Million - $5.96 Million	-80,594 Reduced 81.23%	18,619 $1.35 Million
Q1 2023 Apr 18, 2023	SELL	$70.28 - $78.03 $621,486 - $690,019	-8,843 Reduced 8.18%	99,213 $7.26 Million
Q4 2022 Feb 01, 2023	SELL	$67.16 - $79.06 $41,101 - $48,384	-612 Reduced 0.56%	108,056 $8.16 Million
Q3 2022 Nov 02, 2022	SELL	$66.43 - $77.87 $66,164 - $77,558	-996 Reduced 0.91%	108,668 $7.22 Million
Q2 2022 Aug 09, 2022	BUY	$70.31 - $80.24 $2.4 Million - $2.73 Million	34,073 Added 45.08%	109,664 $7.86 Million
Q1 2022 Apr 28, 2022	BUY	$75.14 - $81.94 $2.12 Million - $2.31 Million	28,205 Added 59.52%	75,591 $5.96 Million
Q4 2021 Feb 01, 2022	BUY	$74.93 - $80.86 $2.97 Million - $3.21 Million	39,664 Added 513.65%	47,386 $3.83 Million
Q3 2021 Nov 12, 2021	BUY	$74.23 - $78.13 $518,867 - $546,128	6,990 Added 954.92%	7,722 $573,000
Q2 2021 Aug 09, 2021	BUY	$73.32 - $77.65 $53,670 - $56,839	732 New	732 $55,000

Others Institutions Holding SCHD

# of Institutions

1,760

Shares Held

276M

Call Options Held

1.92M

Put Options Held

1.16M

About SCHWAB STRATEGIC TR US DIVIDEN

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