Kingsview Wealth Management, LLC Schwab Strategic Tr 1 5 Yr C Transaction History

Kingsview Wealth Management, LLC

  • $4.71 Billion
  • Q4 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 15,868 shares of SCHJ stock, worth $389,083. This represents 0.01% of its overall portfolio holdings.

Number of Shares
15,868
Previous 8,134 95.08%
Holding current value
$389,083
Previous $403,000 4.22%
% of portfolio
0.01%
Previous 0.01%

Shares

20 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 28, 2025
BUY
$24.31 - $49.53 $188,013 - $383,065
7,734 Added 95.08%
15,868 $386,000
Q3 2024

Nov 12, 2024
SELL
$48.09 - $49.69 $85,792 - $88,646
-1,784 Reduced 17.99%
8,134 $403,000
Q2 2024

Aug 14, 2024
SELL
$47.73 - $48.35 $57,705 - $58,455
-1,209 Reduced 10.87%
9,918 $478,000
Q1 2024

May 09, 2024
SELL
$48.03 - $48.53 $8,453 - $8,541
-176 Reduced 1.56%
11,127 $537,000
Q4 2023

Feb 08, 2024
SELL
$46.51 - $48.38 $26,789 - $27,866
-576 Reduced 4.85%
11,303 $546,000
Q3 2023

Nov 07, 2023
SELL
$46.87 - $47.5 $44,854 - $45,457
-957 Reduced 7.46%
11,879 $557,000
Q2 2023

Aug 10, 2023
SELL
$47.14 - $47.79 $306,598 - $310,826
-6,504 Reduced 33.63%
12,836 $606,000
Q1 2023

May 15, 2023
SELL
$46.68 - $47.8 $167,487 - $171,506
-3,588 Reduced 15.65%
19,340 $919,000
Q4 2022

Feb 13, 2023
SELL
$45.76 - $47.27 $93,030 - $96,099
-2,033 Reduced 8.14%
22,928 $1.08 Million
Q3 2022

Nov 14, 2022
BUY
$46.13 - $48.23 $968 - $1,012
21 Added 0.08%
24,961 $1.16 Million
Q2 2022

Aug 16, 2022
BUY
$46.81 - $48.49 $21,766 - $22,547
465 Added 1.9%
24,940 $1.18 Million
Q1 2022

Feb 08, 2024
BUY
$48.35 - $50.5 $642,088 - $670,640
13,280 Added 117.49%
24,583 $0
Q4 2021

Feb 17, 2022
BUY
$50.42 - $51.09 $383,343 - $388,437
7,603 Added 45.06%
24,475 $1.24 Million
Q3 2021

Dec 03, 2021
BUY
$51.05 - $51.3 $87,346 - $87,774
1,711 Added 11.29%
16,872 $861,000
Q2 2021

Aug 17, 2021
BUY
$50.92 - $51.3 $111,005 - $111,834
2,180 Added 16.79%
15,161 $775,000
Q1 2021

May 24, 2021
BUY
$50.81 - $51.4 $33,839 - $34,232
666 Added 5.41%
12,981 $661,000
Q4 2020

Feb 16, 2021
BUY
$51.23 - $52.03 $143,187 - $145,423
2,795 Added 29.36%
12,315 $633,000
Q3 2020

Nov 19, 2020
BUY
$51.3 - $51.68 $78,591 - $79,173
1,532 Added 19.18%
9,520 $490,000
Q2 2020

Aug 14, 2020
BUY
$48.61 - $51.42 $3,062 - $3,239
63 Added 0.79%
7,988 $411,000
Q1 2020

May 11, 2020
BUY
$43.97 - $50.91 $348,462 - $403,461
7,925 New
7,925 $389,000

Others Institutions Holding SCHJ

# of Institutions
115
Shares Held
6.89M
Call Options Held
0
Put Options Held
0
View Full List

About SCHWAB STRATEGIC TR 1 - 5 YR C

SCHJ Quotes by TradingView
  • Ticker SCHJ
  • Sector ETFs
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More about SCHJ
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