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 7,362 shares of SCHX stock, worth $170,798. This represents 0.04% of its overall portfolio holdings.

Number of Shares
7,362
Previous 5,989 22.93%
Holding current value
$170,798
Previous $385 Million 29.78%
% of portfolio
0.04%
Previous 0.03%

Shares

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

Oct 21, 2024
BUY
$61.11 - $67.85 $83,904 - $93,158
1,373 Added 22.93%
7,362 $499 Million
Q2 2024

Jul 09, 2024
BUY
$58.7 - $64.78 $56,117 - $61,929
956 Added 18.99%
5,989 $385 Million
Q1 2024

Apr 15, 2024
BUY
$55.41 - $62.08 $278,878 - $312,448
5,033 New
5,033 $312 Million
Q3 2023

Oct 23, 2023
BUY
$50.36 - $54.21 $421,714 - $453,954
8,374 New
8,374 $424 Million

Others Institutions Holding SCHX

# of Institutions
1,351
Shares Held
348M
Call Options Held
34.3K
Put Options Held
1.2K
View Full List

About SCHWAB STRATEGIC TR US LARGE-C

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