Kingsview Wealth Management, LLC Schwab Strategic Tr Us Large C Transaction History

Kingsview Wealth Management, LLC

  • $5.28 Billion
  • Q2 2025

A detailed history of Kingsview Wealth Management, LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Kingsview Wealth Management, LLC holds 496,204 shares of SCHG stock, worth $15.8 Million. This represents 0.27% of its overall portfolio holdings.

Number of Shares
496,204
Previous 462,769 7.22%
Holding current value
$15.8 Million
Previous $11.6 Million 25.09%
% of portfolio
0.27%
Previous 0.25%

Shares

35 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 08, 2025
BUY
$22.27 - $29.21 $744,597 - $976,636
33,435 Added 7.22%
496,204 $14.5 Million
Q1 2025

May 02, 2025
BUY
$24.91 - $29.02 $1.02 Million - $1.19 Million
41,128 Added 9.75%
462,769 $11.6 Million
Q4 2024

Jan 28, 2025
BUY
$25.93 - $105.3 $8.57 Million - $34.8 Million
330,686 Added 363.57%
421,641 $11.8 Million
Q3 2024

Nov 12, 2024
BUY
$92.63 - $105.69 $1.34 Million - $1.52 Million
14,428 Added 18.85%
90,955 $9.48 Million
Q2 2024

Aug 14, 2024
BUY
$87.04 - $101.61 $491,688 - $573,994
5,649 Added 7.97%
76,527 $7.72 Million
Q1 2024

May 09, 2024
BUY
$80.6 - $93.32 $729,430 - $844,545
9,050 Added 14.64%
70,878 $6.57 Million
Q4 2023

Feb 08, 2024
BUY
$70.08 - $83.37 $128,526 - $152,900
1,834 Added 3.06%
61,828 $5.13 Million
Q3 2023

Nov 07, 2023
BUY
$71.99 - $78.02 $1.12 Million - $1.21 Million
15,535 Added 34.94%
59,994 $4.36 Million
Q2 2023

Aug 10, 2023
SELL
$63.6 - $74.95 $447,426 - $527,273
-7,035 Reduced 13.66%
44,459 $3.33 Million
Q1 2023

May 15, 2023
SELL
$54.19 - $65.17 $181,373 - $218,123
-3,347 Reduced 6.1%
51,494 $3.36 Million
Q4 2022

Feb 13, 2023
SELL
$54.31 - $60.76 $108,728 - $121,641
-2,002 Reduced 3.52%
54,841 $3.05 Million
Q3 2022

Nov 14, 2022
SELL
$55.81 - $69.25 $97,165 - $120,564
-1,741 Reduced 2.97%
56,843 $3.17 Million
Q2 2022

Aug 16, 2022
BUY
$55.73 - $76.55 $1.72 Million - $2.37 Million
30,946 Added 111.97%
58,584 $3.4 Million
Q1 2022

Feb 08, 2024
SELL
$65.63 - $82.62 $218,679 - $275,289
-3,332 Reduced 5.39%
58,496 $0
Q4 2021

Feb 17, 2022
SELL
$73.11 - $83.4 $6,872 - $7,839
-94 Reduced 0.34%
27,638 $4.53 Million
Q3 2021

Dec 03, 2021
BUY
$73.24 - $78.94 $251,359 - $270,922
3,432 Added 14.12%
27,732 $4.11 Million
Q2 2021

Aug 17, 2021
SELL
$65.3 - $73.24 $127,530 - $143,037
-1,953 Reduced 7.44%
24,300 $3.56 Million
Q1 2021

May 24, 2021
SELL
$61.41 - $68.35 $142,225 - $158,298
-2,316 Reduced 8.11%
26,253 $3.47 Million
Q4 2020

Feb 16, 2021
SELL
$55.95 - $64.38 $103,731 - $119,360
-1,854 Reduced 6.09%
28,569 $3.67 Million
Q3 2020

Nov 19, 2020
SELL
$51.42 - $61.56 $93,995 - $112,531
-1,828 Reduced 5.67%
30,423 $3.5 Million
Q2 2020

Aug 14, 2020
SELL
$37.99 - $51.32 $1.68 Million - $2.27 Million
-44,276 Reduced 57.86%
32,251 $3.28 Million
Q1 2020

May 11, 2020
BUY
$34.6 - $51.17 $20,068 - $29,678
580 Added 0.76%
76,527 $6.1 Million
Q4 2019

Jan 31, 2020
SELL
$40.97 - $46.72 $357,668 - $407,865
-8,730 Reduced 10.31%
75,947 $7.06 Million
Q4 2019

Jan 30, 2020
BUY
$40.97 - $46.72 $984,099 - $1.12 Million
24,020 Added 39.6%
84,677 $5.99 Million
Q3 2019

Jan 29, 2020
BUY
$41.7 - $42.86 $352,615 - $362,424
8,456 Added 16.2%
60,657 $5.1 Million
Q2 2019

Jan 29, 2020
SELL
N/A
-149,142 Reduced 74.07%
52,201 $4.34 Million
Q1 2019

Jan 29, 2020
BUY
N/A
120 Added 0.06%
201,343 $16 Million
Q4 2018

Jan 29, 2020
BUY
N/A
20,444 Added 11.31%
201,223 $13.9 Million
Q3 2018

Jan 29, 2020
BUY
N/A
18,730 Added 11.56%
180,779 $14.8 Million
Q2 2018

Jan 29, 2020
BUY
N/A
64,643 Added 66.36%
162,049 $12.3 Million
Q1 2018

Jan 29, 2020
BUY
N/A
12,729 Added 15.03%
97,406 $6.99 Million
Q4 2017

Jan 29, 2020
BUY
N/A
38,187 Added 82.14%
84,677 $5.99 Million
Q3 2017

Jan 29, 2020
BUY
N/A
14,882 Added 47.08%
46,490 $3.07 Million
Q2 2017

Jan 29, 2020
BUY
N/A
10,898 Added 52.62%
31,608 $2 Million
Q1 2017

Jan 29, 2020
BUY
N/A
20,710
20,710 $1.25 Million

Others Institutions Holding SCHG

# of Institutions
1,611
Shares Held
816M
Call Options Held
606K
Put Options Held
163K
View Full List

About SCHWAB STRATEGIC TR US LARGE-C

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