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 $942,314. This represents 0.02% of its overall portfolio holdings.
Number of Shares
37,099
Previous 15,197
144.12%
Holding current value
$942,314
Previous $1.26 Million
18.54%
% of portfolio
0.02%
Previous 0.03%
Shares
33 transactions
Others Institutions Holding SCHM
# of Institutions
1,002Shares Held
274MCall Options Held
15KPut Options Held
1.1K-
Financial Engines Advisors L.L.C. Santa Clara, CA59.4MShares$1.51 Billion3.47% of portfolio
-
Creative Planning Overland Park, KS28.6MShares$726 Million0.77% of portfolio
-
Horizon Financial Services, LLC11.3MShares$287 Million9.97% of portfolio
-
High Tower Advisors, LLC Chicago, IL10.1MShares$256 Million0.39% of portfolio
-
Northwestern Mutual Wealth Management CO7.58MShares$193 Million0.18% of portfolio