Kingswood Wealth Advisors, LLC Schwab Strategic Tr Us Large C 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 Large C stock. As of the latest transaction made, Kingswood Wealth Advisors, LLC holds 136,132 shares of SCHG stock, worth $3.88 Million. This represents 1.01% of its overall portfolio holdings.

Number of Shares
136,132
Previous 52,328 160.15%
Holding current value
$3.88 Million
Previous $5.28 Billion 168.76%
% of portfolio
1.01%
Previous 0.48%

Shares

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

Oct 21, 2024
BUY
$92.63 - $105.69 $7.76 Million - $8.86 Million
83,804 Added 160.15%
136,132 $14.2 Billion
Q2 2024

Jul 09, 2024
BUY
$87.04 - $101.61 $515,276 - $601,531
5,920 Added 12.76%
52,328 $5.28 Billion
Q1 2024

Apr 15, 2024
BUY
$80.6 - $93.32 $3.74 Million - $4.33 Million
46,408 New
46,408 $4.3 Billion
Q3 2023

Oct 23, 2023
BUY
$71.99 - $78.02 $1.26 Million - $1.37 Million
17,522 New
17,522 $1.27 Billion

Others Institutions Holding SCHG

# of Institutions
1,315
Shares Held
182M
Call Options Held
140K
Put Options Held
91.5K
View Full List

About SCHWAB STRATEGIC TR US LARGE-C

SCHG Quotes by TradingView
  • Ticker SCHG
  • Sector ETFs
  • Industry ETFs
More about SCHG
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