Kingsview Wealth Management, LLC Schwab Strategic U.S. Mid Cap Transaction History
Kingsview Wealth Management, LLC
- $4.71 Billion
- Q4 2024
A detailed history of Kingsview Wealth Management, LLC transactions in Schwab Strategic U.S. Mid Cap stock. As of the latest transaction made, Kingsview Wealth Management, LLC holds 37,099 shares of SCHM stock, worth $970,880. This represents 0.02% of its overall portfolio holdings.
Number of Shares
37,099
Previous 15,197
144.12%
Holding current value
$970,880
Previous $1.26 Million
18.54%
% of portfolio
0.02%
Previous 0.03%
Shares
33 transactions
Others Institutions Holding SCHM
# of Institutions
1,009Shares Held
276MCall Options Held
15KPut Options Held
1.1K-
Financial Engines Advisors L.L.C. Santa Clara, CA59.4MShares$1.55 Billion3.47% of portfolio
-
Creative Planning Overland Park, KS28.6MShares$748 Million0.77% of portfolio
-
High Tower Advisors, LLC Chicago, IL10.1MShares$264 Million0.39% of portfolio
-
Northwestern Mutual Wealth Management CO7.58MShares$198 Million0.18% of portfolio
-
Moneta Group Investment Advisors LLC St Louis, MO7.48MShares$196 Million2.94% of portfolio