Kingsview Wealth Management, LLC Schwab Strategic Tr Us Emergin Transaction History

Kingsview Wealth Management, LLC

$4.71 Billion
Q4 2024

A detailed history of Kingsview Wealth Management, LLC transactions in Schwab Strategic Tr Us Emergin stock. As of the latest transaction made, Kingsview Wealth Management, LLC holds 10,309 shares of SCHE stock, worth $281,126. This represents 0.01% of its overall portfolio holdings.

Number of Shares

10,309

Previous 7,493 37.58%

Holding current value

$281,126

Previous $218,000 25.69%

% of portfolio

0.01%

Previous 0.0%

26 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 28, 2025	BUY	$26.63 - $30.23 $74,990 - $85,127	2,816 Added 37.58%	10,309 $274,000
Q3 2024 Nov 12, 2024	SELL	$25.45 - $29.53 $17,891 - $20,759	-703 Reduced 8.58%	7,493 $218,000
Q2 2024 Aug 14, 2024	BUY	$24.67 - $27.2 $202,195 - $222,931	8,196 New	8,196 $217,000
Q4 2023 Feb 08, 2024	SELL	$23.04 - $24.89 $11,727 - $12,669	-509 Reduced 5.41%	8,905 $220,000
Q3 2023 Nov 07, 2023	BUY	$23.83 - $26.11 $224,335 - $245,799	9,414 New	9,414 $225,000
Q4 2022 Feb 13, 2023	BUY	$21.59 - $24.95 $186,645 - $215,692	8,645 New	8,645 $204,000
Q2 2022 Aug 16, 2022	BUY	$24.51 - $28.87 $1,862 - $2,194	76 Added 0.9%	8,562 $217,000
Q1 2022 Feb 08, 2024	SELL	$25.61 - $30.82 $15,596 - $18,769	-609 Reduced 6.84%	8,296 $0
Q4 2021 Feb 17, 2022	SELL	$28.68 - $31.96 $5,277 - $5,880	-184 Reduced 2.12%	8,486 $251,000
Q3 2021 Dec 03, 2021	SELL	$29.81 - $32.7 $14,189 - $15,565	-476 Reduced 5.2%	8,670 $264,000
Q2 2021 Aug 17, 2021	SELL	$31.06 - $33.61 $4,690 - $5,075	-151 Reduced 1.62%	9,146 $299,000
Q1 2021 May 24, 2021	SELL	$30.78 - $34.63 $19,114 - $21,505	-621 Reduced 6.26%	9,297 $298,000
Q4 2020 Feb 16, 2021	SELL	$26.72 - $30.68 $38,556 - $44,271	-1,443 Reduced 12.7%	9,918 $304,000
Q3 2020 Nov 19, 2020	SELL	$24.69 - $27.71 $15,011 - $16,847	-608 Reduced 5.08%	11,361 $304,000
Q2 2020 Aug 14, 2020	SELL	$19.87 - $25.05 $5,662 - $7,139	-285 Reduced 2.33%	11,969 $291,000
Q1 2020 May 11, 2020	BUY	$18.68 - $28.22 $6,201 - $9,369	332 Added 2.78%	12,254 $254,000
Q4 2019 Jan 31, 2020	BUY	$24.83 - $27.51 $62,372 - $69,105	2,512 Added 26.7%	11,922 $326,000
Q4 2019 Jan 30, 2020	SELL	$24.83 - $27.51 $301,932 - $334,521	-12,160 Reduced 56.37%	9,410 $263,000
Q3 2019 Jan 29, 2020	SELL	$25.08 - $25.94 $1.24 Million - $1.28 Million	-49,302 Reduced 69.56%	21,570 $542,000
Q2 2019 Jan 29, 2020	BUY	N/A	55,861 Added 372.13%	70,872 $1.86 Million
Q1 2019 Jan 29, 2020	SELL	N/A	-587 Reduced 3.76%	15,011 $390,000
Q4 2018 Jan 29, 2020	SELL	N/A	-424 Reduced 2.65%	15,598 $367,000
Q3 2018 Jan 29, 2020	BUY	N/A	990 Added 6.59%	16,022 $412,000
Q2 2018 Jan 29, 2020	BUY	N/A	2,661 Added 21.51%	15,032 $389,000
Q1 2018 Jan 29, 2020	BUY	N/A	2,961 Added 31.47%	12,371 $355,000
Q4 2017 Jan 29, 2020	BUY	N/A	9,410	9,410 $263,000

Others Institutions Holding SCHE

# of Institutions

796

Shares Held

140M

Call Options Held

28.1K

Put Options Held

200

View Full List

About SCHWAB STRATEGIC TR US EMERGIN

Ticker SCHE
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Kingsview Wealth Management, LLC Schwab Strategic Tr Us Emergin Transaction History