Kingswood Wealth Advisors, LLC Schwab Strategic Tr Us Large C Transaction History

Kingswood Wealth Advisors, LLC

  • $1.11 Trillion
  • Q2 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 52,328 shares of SCHG stock, worth $5.42 Million. This represents 0.48% of its overall portfolio holdings.

Number of Shares
52,328
Previous 46,408 12.76%
Holding current value
$5.42 Million
Previous $4.3 Billion 22.63%
% of portfolio
0.48%
Previous 0.5%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
1,256
Shares Held
169M
Call Options Held
87.2K
Put Options Held
25.8K
View Full List

About SCHWAB STRATEGIC TR US LARGE-C

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