Kingsview Wealth Management, LLC Schwab Strategic U.S. Mid Cap Transaction History

Kingsview Wealth Management, LLC

  • $5.28 Billion
  • Q2 2025

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 30,385 shares of SCHM stock, worth $905,473. This represents 0.02% of its overall portfolio holdings.

Number of Shares
30,385
Previous 30,057 1.09%
Holding current value
$905,473
Previous $787,000 8.26%
% of portfolio
0.02%
Previous 0.02%

Shares

35 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 08, 2025
BUY
$22.92 - $28.05 $7,517 - $9,200
328 Added 1.09%
30,385 $852,000
Q1 2025

May 02, 2025
SELL
$25.58 - $29.24 $180,134 - $205,908
-7,042 Reduced 18.98%
30,057 $787,000
Q4 2024

Jan 28, 2025
BUY
$27.54 - $83.04 $603,181 - $1.82 Million
21,902 Added 144.12%
37,099 $1.03 Million
Q3 2024

Nov 12, 2024
BUY
$75.47 - $83.18 $38,791 - $42,754
514 Added 3.5%
15,197 $1.26 Million
Q2 2024

Aug 14, 2024
BUY
$75.69 - $81.19 $13,170 - $14,127
174 Added 1.2%
14,683 $1.14 Million
Q1 2024

May 09, 2024
BUY
$72.89 - $81.43 $9,184 - $10,260
126 Added 0.88%
14,509 $1.18 Million
Q4 2023

Feb 08, 2024
SELL
$63.01 - $75.95 $44,800 - $54,000
-711 Reduced 4.71%
14,383 $1.08 Million
Q3 2023

Nov 07, 2023
SELL
$66.75 - $73.98 $69,420 - $76,939
-1,040 Reduced 6.45%
15,094 $1.02 Million
Q2 2023

Aug 10, 2023
SELL
$65.29 - $71.03 $5,614 - $6,108
-86 Reduced 0.53%
16,134 $1.15 Million
Q1 2023

May 15, 2023
SELL
$64.24 - $73.9 $33,790 - $38,871
-526 Reduced 3.14%
16,220 $1.1 Million
Q4 2022

Feb 13, 2023
BUY
$61.05 - $69.94 $18,681 - $21,401
306 Added 1.86%
16,746 $1.1 Million
Q3 2022

Nov 14, 2022
SELL
$60.5 - $72.51 $17,000 - $20,375
-281 Reduced 1.68%
16,440 $995,000
Q2 2022

Aug 16, 2022
BUY
$60.91 - $76.4 $41,540 - $52,104
682 Added 4.25%
16,721 $1.05 Million
Q1 2022

Feb 08, 2024
BUY
$70.66 - $80.89 $107,968 - $123,599
1,528 Added 10.62%
15,911 $0
Q4 2021

Feb 17, 2022
SELL
$76.01 - $83.39 $6,916 - $7,588
-91 Reduced 0.56%
16,039 $1.29 Million
Q3 2021

Dec 03, 2021
SELL
$74.65 - $80.95 $46,208 - $50,108
-619 Reduced 3.7%
16,130 $1.24 Million
Q2 2021

Aug 17, 2021
SELL
$74.64 - $79.12 $10,001 - $10,602
-134 Reduced 0.79%
16,749 $1.32 Million
Q1 2021

May 24, 2021
SELL
$67.07 - $76.85 $17,773 - $20,365
-265 Reduced 1.55%
16,883 $1.28 Million
Q4 2020

Feb 16, 2021
SELL
$55.93 - $68.45 $9,675 - $11,841
-173 Reduced 1.0%
17,148 $1.17 Million
Q3 2020

Nov 19, 2020
SELL
$51.99 - $58.83 $44,243 - $50,064
-851 Reduced 4.68%
17,321 $961,000
Q2 2020

Aug 14, 2020
SELL
$39.01 - $57.03 $16,735 - $24,465
-429 Reduced 2.31%
18,172 $956,000
Q1 2020

May 11, 2020
BUY
$35.83 - $62.24 $47,904 - $83,214
1,337 Added 7.74%
18,601 $784,000
Q4 2019

Jan 31, 2020
SELL
$54.56 - $60.24 $562,240 - $620,773
-10,305 Reduced 37.38%
17,264 $1.04 Million
Q4 2019

Jan 30, 2020
BUY
$54.56 - $60.24 $550,728 - $608,062
10,094 Added 57.76%
27,569 $1.47 Million
Q3 2019

Jan 29, 2020
SELL
$56.23 - $57.59 $27,496 - $28,161
-489 Reduced 2.72%
17,475 $988,000
Q2 2019

Jan 29, 2020
SELL
N/A
-11,556 Reduced 39.15%
17,964 $1.03 Million
Q1 2019

Jan 29, 2020
SELL
N/A
-4,725 Reduced 13.8%
29,520 $1.64 Million
Q4 2018

Jan 29, 2020
BUY
N/A
145 Added 0.43%
34,245 $1.64 Million
Q3 2018

Jan 29, 2020
BUY
N/A
3,631 Added 11.92%
34,100 $1.97 Million
Q2 2018

Jan 29, 2020
BUY
N/A
2,911 Added 10.56%
30,469 $1.67 Million
Q1 2018

Jan 29, 2020
SELL
N/A
-11 Reduced 0.04%
27,558 $1.46 Million
Q4 2017

Jan 29, 2020
BUY
N/A
1,800 Added 6.99%
27,569 $1.47 Million
Q3 2017

Jan 29, 2020
SELL
N/A
-3,647 Reduced 12.4%
25,769 $1.29 Million
Q2 2017

Jan 29, 2020
BUY
N/A
4,678 Added 18.91%
29,416 $1.42 Million
Q1 2017

Jan 29, 2020
BUY
N/A
24,738
24,738 $1.17 Million

Others Institutions Holding SCHM

# of Institutions
1,040
Shares Held
283M
Call Options Held
9.4K
Put Options Held
0
View Full List

About SCHWAB STRATEGIC U.S. MID-CAP

SCHM Quotes by TradingView
  • Ticker SCHM
  • Sector ETFs
  • Industry ETFs
More about SCHM
Track This Portfolio

Track Kingsview Wealth Management, LLC Portfolio

Follow Kingsview Wealth Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Kingsview Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Kingsview Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email