Kingsview Wealth Management, LLC Schwab Strategic U.S. Reit ETF Transaction History

Kingsview Wealth Management, LLC

  • $3.76 Billion
  • Q1 2024

A detailed history of Kingsview Wealth Management, LLC transactions in Schwab Strategic U.S. Reit ETF stock. As of the latest transaction made, Kingsview Wealth Management, LLC holds 31,142 shares of SCHH stock, worth $621,282. This represents 0.02% of its overall portfolio holdings.

Number of Shares
31,142
Previous 31,908 2.4%
Holding current value
$621,282
Previous $660,000 4.24%
% of portfolio
0.02%
Previous 0.02%

Shares

26 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 09, 2024
SELL
$19.39 - $20.93 $14,852 - $16,032
-766 Reduced 2.4%
31,142 $632,000
Q4 2023

Feb 08, 2024
BUY
$16.76 - $20.95 $13,408 - $16,760
800 Added 2.57%
31,908 $660,000
Q3 2023

Nov 07, 2023
SELL
$17.52 - $20.27 $1,156 - $1,337
-66 Reduced 0.21%
31,108 $552,000
Q2 2023

Aug 10, 2023
SELL
$18.34 - $19.64 $29,637 - $31,738
-1,616 Reduced 4.93%
31,174 $608,000
Q1 2023

May 15, 2023
BUY
$18.01 - $21.78 $23,052 - $27,878
1,280 Added 4.06%
32,790 $639,000
Q4 2022

Feb 13, 2023
SELL
$18.86 - $20.46 $3,168 - $3,437
-168 Reduced 0.53%
31,510 $607,000
Q3 2022

Nov 14, 2022
SELL
N/A
-809 Reduced 2.49%
31,678 $592,000
Q2 2022

Aug 16, 2022
BUY
N/A
17,982 Added 123.97%
32,487 $685,000
Q1 2022

Feb 08, 2024
SELL
N/A
-2,541 Reduced 7.96%
29,367 $0
Q4 2021

Feb 17, 2022
BUY
N/A
795 Added 5.8%
14,505 $764,000
Q3 2021

Dec 03, 2021
BUY
N/A
734 Added 5.66%
13,710 $626,000
Q2 2021

Aug 17, 2021
BUY
N/A
1,771 Added 15.81%
12,976 $597,000
Q1 2021

May 24, 2021
BUY
N/A
1,257 Added 12.64%
11,205 $469,000
Q4 2020

Feb 16, 2021
BUY
N/A
1,691 Added 20.48%
9,948 $378,000
Q3 2020

Nov 19, 2020
BUY
N/A
396 Added 5.04%
8,257 $292,000
Q2 2020

Aug 14, 2020
BUY
N/A
340 Added 4.52%
7,861 $277,000
Q1 2020

May 11, 2020
BUY
N/A
477 Added 6.77%
7,521 $246,000
Q4 2019

Jan 31, 2020
BUY
N/A
1,576 Added 28.82%
7,044 $324,000
Q4 2019

Jan 30, 2020
SELL
N/A
-999 Reduced 15.45%
5,468 $228,000
Q3 2019

Jan 29, 2020
BUY
N/A
555 Added 9.39%
6,467 $305,000
Q2 2019

Jan 29, 2020
SELL
N/A
-1,890 Reduced 24.22%
5,912 $263,000
Q1 2019

Jan 29, 2020
BUY
N/A
1,737 Added 28.64%
7,802 $347,000
Q4 2018

Jan 29, 2020
BUY
N/A
860 Added 16.52%
6,065 $234,000
Q3 2018

Jan 29, 2020
BUY
N/A
5,205 New
5,205 $217,000
Q1 2018

Jan 29, 2020
SELL
N/A
-5,468 Closed
0 $0
Q4 2017

Jan 29, 2020
BUY
N/A
5,468
5,468 $228,000

Others Institutions Holding SCHH

# of Institutions
504
Shares Held
248M
Call Options Held
36K
Put Options Held
1.6K
View Full List

About SCHWAB STRATEGIC U.S. REIT ETF

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