Laurel Wealth Advisors LLC Schwab Strategic Tr Us Broad M Transaction History

Laurel Wealth Advisors LLC

$626 Million
Q4 2024

A detailed history of Laurel Wealth Advisors LLC transactions in Schwab Strategic Tr Us Broad M stock. As of the latest transaction made, Laurel Wealth Advisors LLC holds 3,171 shares of SCHB stock, worth $74,835. This represents 0.01% of its overall portfolio holdings.

Number of Shares

3,171

Previous 874 262.81%

Holding current value

$74,835

Previous $58,000 22.41%

% of portfolio

0.01%

Previous 0.01%

18 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 14, 2025	BUY	$22.01 - $66.82 $50,556 - $153,485	2,297 Added 262.81%	3,171 $71,000
Q3 2024 Nov 05, 2024	BUY	$59.93 - $66.52 $1,438 - $1,596	24 Added 2.82%	874 $58,000
Q2 2024 Jul 31, 2024	BUY	$57.57 - $63.3 $2,187 - $2,405	38 Added 4.68%	850 $53,000
Q4 2023 Feb 13, 2024	BUY	$47.61 - $55.91 $238 - $279	5 Added 0.62%	812 $45,000
Q3 2023 Nov 14, 2023	SELL	$49.59 - $53.57 $61,888 - $66,855	-1,248 Reduced 60.73%	807 $40,000
Q2 2023 Aug 14, 2023	BUY	$47.08 - $51.7 $60,450 - $66,382	1,284 Added 166.54%	2,055 $106,000
Q4 2022 Feb 07, 2023	BUY	$41.94 - $47.81 $2,306 - $2,629	55 Added 7.68%	771 $34,000
Q2 2022 Aug 12, 2022	BUY	$42.93 - $53.98 $3,863 - $4,858	90 Added 14.38%	716 $32,000
Q1 2022 May 02, 2022	BUY	$49.15 - $56.85 $15,629 - $18,078	318 Added 103.25%	626 $33,000
Q4 2021 Feb 01, 2022	SELL	$51.87 - $56.86 $1,037 - $1,137	-20 Reduced 6.1%	308 $35,000
Q3 2020 Nov 10, 2020	BUY	$36.93 - $42.52 $147 - $170	4 Added 1.23%	328 $26,000
Q2 2020 Aug 06, 2020	BUY	$28.84 - $38.49 $547 - $731	19 Added 6.23%	324 $24,000
Q1 2020 Apr 30, 2020	SELL	$26.18 - $40.44 $15,236 - $23,536	-582 Reduced 65.61%	305 $18,000
Q4 2019 Jan 31, 2020	BUY	$34.47 - $38.58 $172 - $192	5 Added 0.57%	887 $68,000
Q3 2019 Nov 13, 2019	BUY	$35.32 - $36.13 $353 - $361	10 Added 1.15%	882 $63,000
Q2 2019 Aug 07, 2019	BUY	N/A	18 Added 2.11%	872 $62,000
Q1 2019 May 09, 2019	BUY	N/A	83 Added 10.77%	854 $58,000
Q4 2018 Feb 08, 2019	BUY	N/A	771 New	771 $46,000

Others Institutions Holding SCHB

# of Institutions

1,190

Shares Held

231M

Call Options Held

172K

Put Options Held

20.7K

View Full List

About SCHWAB STRATEGIC TR US BROAD M

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Laurel Wealth Advisors LLC Schwab Strategic Tr Us Broad M Transaction History