Kingswood Wealth Advisors, LLC Schwab Strategic Tr Us Dividen Transaction History

Kingswood Wealth Advisors, LLC

  • $1.4 Trillion
  • Q3 2024

A detailed history of Kingswood Wealth Advisors, LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Kingswood Wealth Advisors, LLC holds 96,754 shares of SCHD stock, worth $2.62 Million. This represents 0.58% of its overall portfolio holdings.

Number of Shares
96,754
Previous 19,053 407.82%
Holding current value
$2.62 Million
Previous $1.48 Billion 451.99%
% of portfolio
0.58%
Previous 0.13%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 21, 2024
BUY
$77.02 - $85.06 $5.98 Million - $6.61 Million
77,701 Added 407.82%
96,754 $8.18 Billion
Q2 2024

Jul 09, 2024
BUY
$75.81 - $80.15 $177,547 - $187,711
2,342 Added 14.01%
19,053 $1.48 Billion
Q1 2024

Apr 15, 2024
SELL
$75.25 - $80.63 $19,113 - $20,480
-254 Reduced 1.5%
16,711 $1.35 Billion
Q4 2023

Jan 16, 2024
BUY
$66.9 - $76.32 $232,343 - $265,059
3,473 Added 25.74%
16,965 $1.29 Billion
Q3 2023

Oct 23, 2023
BUY
$70.63 - $75.66 $952,939 - $1.02 Million
13,492 New
13,492 $955 Million

Others Institutions Holding SCHD

# of Institutions
1,760
Shares Held
276M
Call Options Held
1.92M
Put Options Held
1.16M
View Full List

About SCHWAB STRATEGIC TR US DIVIDEN

SCHD Quotes by TradingView
  • Ticker SCHD
  • Sector ETFs
  • Industry ETFs
More about SCHD
Track This Portfolio

Track Kingswood Wealth Advisors, LLC Portfolio

Follow Kingswood Wealth Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Kingswood Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Kingswood Wealth Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email