Kingswood Wealth Advisors, LLC Schwab Strategic Tr Us Broad M Transaction History

Kingswood Wealth Advisors, LLC

$1.33 Trillion
Q4 2024

A detailed history of Kingswood Wealth Advisors, LLC transactions in Schwab Strategic Tr Us Broad M stock. As of the latest transaction made, Kingswood Wealth Advisors, LLC holds 101,035 shares of SCHB stock, worth $2.37 Million. This represents 0.17% of its overall portfolio holdings.

Number of Shares

101,035

Previous 24,413 313.86%

Holding current value

$2.37 Million

Previous $1.62 Billion 41.23%

% of portfolio

0.17%

Previous 0.12%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 22, 2025	BUY	$22.01 - $66.82 $1.69 Million - $5.12 Million	76,622 Added 313.86%	101,035 $2.29 Billion
Q3 2024 Oct 21, 2024	BUY	$59.93 - $66.52 $301,927 - $335,127	5,038 Added 26.0%	24,413 $1.62 Billion
Q2 2024 Jul 09, 2024	SELL	$57.57 - $63.3 $34,196 - $37,600	-594 Reduced 2.97%	19,375 $1.22 Billion
Q1 2024 Apr 15, 2024	BUY	$54.61 - $61.05 $116,920 - $130,708	2,141 Added 12.01%	19,969 $1.22 Billion
Q4 2023 Jan 16, 2024	BUY	$47.61 - $55.91 $184,441 - $216,595	3,874 Added 27.76%	17,828 $992 Million
Q3 2023 Oct 23, 2023	BUY	$49.59 - $53.57 $691,978 - $747,515	13,954 New	13,954 $696 Million

Others Institutions Holding SCHB

# of Institutions

1,210

Shares Held

315M

Call Options Held

191K

Put Options Held

20.7K

View Full List

About SCHWAB STRATEGIC TR US BROAD M

Ticker SCHB
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Kingswood Wealth Advisors, LLC Schwab Strategic Tr Us Broad M Transaction History