Kingswood Wealth Advisors, LLC Schwab Strategic Tr 1000 Index Transaction History
Kingswood Wealth Advisors, LLC
- $1.4 Trillion
- Q3 2024
A detailed history of Kingswood Wealth Advisors, LLC transactions in Schwab Strategic Tr 1000 Index stock. As of the latest transaction made, Kingswood Wealth Advisors, LLC holds 5,600 shares of SCHK stock, worth $161,896. This represents 0.02% of its overall portfolio holdings.
Number of Shares
5,600
Previous 14,018
60.05%
Holding current value
$161,896
Previous $734 Million
57.79%
% of portfolio
0.02%
Previous 0.07%
Shares
2 transactions
Others Institutions Holding SCHK
# of Institutions
181Shares Held
39.5MCall Options Held
0Put Options Held
0-
Financial Engines Advisors L.L.C. Santa Clara, CA28.6MShares$827 Million3.25% of portfolio
-
Legacy Wealth Management, Inc3.59MShares$104 Million12.87% of portfolio
-
Warwick Investment Management, Inc.2.1MShares$60.6 Million27.6% of portfolio
-
Armstrong Advisory Group, Inc Needham, MA1.27MShares$36.7 Million5.84% of portfolio
-
Waddell & Associates, LLC963KShares$27.8 Million6.53% of portfolio