Kingsview Wealth Management, LLC Schwab Strategic Tr 1 5 Yr C Transaction History
Kingsview Wealth Management, LLC
- $3.97 Billion
- Q2 2024
A detailed history of Kingsview Wealth Management, LLC transactions in Schwab Strategic Tr 1 5 Yr C stock. As of the latest transaction made, Kingsview Wealth Management, LLC holds 9,918 shares of SCHJ stock, worth $242,098. This represents 0.01% of its overall portfolio holdings.
Number of Shares
9,918
Previous 11,127
10.87%
Holding current value
$242,098
Previous $537,000
10.99%
% of portfolio
0.01%
Previous 0.01%
Shares
18 transactions
Others Institutions Holding SCHJ
# of Institutions
100Shares Held
4.87MCall Options Held
0Put Options Held
0-
Charles Schwab Investment Management Inc San Francisco, CA1.73MShares$42.1 Million0.02% of portfolio
-
Columbus Macro, LLC193KShares$4.7 Million3.49% of portfolio
-
Envestnet Asset Management Inc189KShares$4.62 Million0.0% of portfolio
-
Bank Of America Corp Charlotte, NC166KShares$4.05 Million0.0% of portfolio
-
Cetera Investment Advisers Schaumburg, IL164KShares$4.01 Million0.02% of portfolio