Kingsview Wealth Management, LLC Schwab Strategic Tr 1 5 Yr C Transaction History
Kingsview Wealth Management, LLC
- $4.45 Billion
- Q3 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 8,134 shares of SCHJ stock, worth $198,632. This represents 0.01% of its overall portfolio holdings.
Number of Shares
8,134
Previous 9,918
17.99%
Holding current value
$198,632
Previous $478,000
15.69%
% of portfolio
0.01%
Previous 0.01%
Shares
19 transactions
Others Institutions Holding SCHJ
# of Institutions
107Shares Held
3.4MCall Options Held
0Put Options Held
0-
Columbus Macro, LLC193KShares$4.71 Million3.49% of portfolio
-
Envestnet Asset Management Inc189KShares$4.62 Million0.0% of portfolio
-
Cetera Investment Advisers Schaumburg, IL168KShares$4.11 Million0.02% of portfolio
-
Tap Consulting, LLC164KShares$4.01 Million1.67% of portfolio
-
Bank Of America Corp Charlotte, NC153KShares$3.73 Million0.0% of portfolio