Kingsview Wealth Management, LLC Schwab Strategic Tr Us Broad M Transaction History

Kingsview Wealth Management, LLC

  • $4.45 Billion
  • Q3 2024

A detailed history of Kingsview Wealth Management, LLC transactions in Schwab Strategic Tr Us Broad M stock. As of the latest transaction made, Kingsview Wealth Management, LLC holds 3,427 shares of SCHB stock, worth $80,671. This represents 0.01% of its overall portfolio holdings.

Number of Shares
3,427
Previous 3,301 3.82%
Holding current value
$80,671
Previous $207,000 9.66%
% of portfolio
0.01%
Previous 0.01%

Shares

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

Nov 12, 2024
BUY
$59.93 - $66.52 $7,551 - $8,381
126 Added 3.82%
3,427 $227,000
Q2 2024

Aug 14, 2024
SELL
$57.57 - $63.3 $518 - $569
-9 Reduced 0.27%
3,301 $207,000
Q1 2024

May 09, 2024
BUY
$54.61 - $61.05 $180,759 - $202,075
3,310 New
3,310 $202,000
Q4 2019

Jan 30, 2020
SELL
$34.47 - $38.58 $38,123 - $42,669
-1,106 Reduced 9.26%
10,836 $699,000
Q3 2019

Jan 29, 2020
BUY
$35.32 - $36.13 $9,465 - $9,682
268 Added 2.3%
11,942 $848,000
Q2 2019

Jan 29, 2020
SELL
N/A
-10,725 Reduced 47.88%
11,674 $823,000
Q1 2019

Jan 29, 2020
BUY
N/A
8,819 Added 64.94%
22,399 $1.52 Million
Q4 2018

Jan 29, 2020
BUY
N/A
1,622 Added 13.56%
13,580 $814,000
Q3 2018

Jan 29, 2020
SELL
N/A
-419 Reduced 3.39%
11,958 $842,000
Q2 2018

Jan 29, 2020
SELL
N/A
-7 Reduced 0.06%
12,377 $817,000
Q1 2018

Jan 29, 2020
BUY
N/A
1,548 Added 14.29%
12,384 $790,000
Q4 2017

Jan 29, 2020
SELL
N/A
-772 Reduced 6.65%
10,836 $699,000
Q3 2017

Jan 29, 2020
SELL
N/A
-3,570 Reduced 23.52%
11,608 $707,000
Q2 2017

Jan 29, 2020
BUY
N/A
4,011 Added 35.92%
15,178 $887,000
Q1 2017

Jan 29, 2020
BUY
N/A
11,167
11,167 $637,000

Others Institutions Holding SCHB

# of Institutions
1,186
Shares Held
210M
Call Options Held
172K
Put Options Held
20.7K
View Full List

About SCHWAB STRATEGIC TR US BROAD M

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