Kingswood Wealth Advisors, LLC Schwab Strategic U.S. Mid Cap Transaction History
Kingswood Wealth Advisors, LLC
- $1.11 Trillion
- Q2 2024
A detailed history of Kingswood Wealth Advisors, LLC transactions in Schwab Strategic U.S. Mid Cap stock. As of the latest transaction made, Kingswood Wealth Advisors, LLC holds 14,152 shares of SCHM stock, worth $1.14 Million. This represents 0.1% of its overall portfolio holdings.
Number of Shares
14,152Holding current value
$1.14 Million% of portfolio
0.1%Shares
2 transactions
Others Institutions Holding SCHM
# of Institutions
912Shares Held
94.8MCall Options Held
6.2KPut Options Held
3K-
Financial Engines Advisors L.L.C. Santa Clara, CA21.2MShares$1.71 Billion3.68% of portfolio
-
Creative Planning Overland Park, KS10MShares$810 Million0.84% of portfolio
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High Tower Advisors, LLC Chicago, IL3.18MShares$256 Million0.39% of portfolio
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Northwestern Mutual Wealth Management CO2.28MShares$184 Million0.18% of portfolio
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Moneta Group Investment Advisors LLC St Louis, MO2.23MShares$180 Million2.77% of portfolio