Kingsview Wealth Management, LLC Schwab Strategic Us Tips ETF Transaction History

Kingsview Wealth Management, LLC

$4.71 Billion
Q4 2024

A detailed history of Kingsview Wealth Management, LLC transactions in Schwab Strategic Us Tips ETF stock. As of the latest transaction made, Kingsview Wealth Management, LLC holds 67,152 shares of SCHP stock, worth $1.76 Million. This represents 0.04% of its overall portfolio holdings.

Number of Shares

67,152

Previous 33,885 98.18%

Holding current value

$1.76 Million

Previous $1.82 Million 4.57%

% of portfolio

0.04%

Previous 0.04%

30 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 28, 2025	BUY	$25.74 - $53.78 $856,292 - $1.79 Million	33,267 Added 98.18%	67,152 $1.73 Million
Q3 2024 Nov 12, 2024	SELL	$51.58 - $53.79 $12,791 - $13,339	-248 Reduced 0.73%	33,885 $1.82 Million
Q2 2024 Aug 14, 2024	SELL	$51.1 - $52.24 $13,183 - $13,477	-258 Reduced 0.75%	34,133 $1.78 Million
Q1 2024 May 09, 2024	SELL	$51.32 - $52.45 $2,566 - $2,622	-50 Reduced 0.15%	34,391 $1.79 Million
Q4 2023 Feb 08, 2024	SELL	$49.69 - $52.46 $28,273 - $29,849	-569 Reduced 1.63%	34,441 $1.8 Million
Q3 2023 Nov 07, 2023	SELL	$50.37 - $52.48 $12,391 - $12,910	-246 Reduced 0.7%	35,010 $1.77 Million
Q2 2023 Aug 10, 2023	SELL	$52.18 - $54.02 $121,788 - $126,082	-2,334 Reduced 6.21%	35,256 $1.85 Million
Q1 2023 May 15, 2023	SELL	$51.68 - $53.62 $80,827 - $83,861	-1,564 Reduced 3.99%	37,590 $2.02 Million
Q4 2022 Feb 13, 2023	SELL	$51.47 - $53.83 $304,908 - $318,888	-5,924 Reduced 13.14%	39,154 $2.03 Million
Q3 2022 Nov 14, 2022	SELL	$51.8 - $57.88 $35,534 - $39,705	-686 Reduced 1.5%	45,078 $2.34 Million
Q2 2022 Aug 16, 2022	SELL	$55.59 - $60.15 $582,583 - $630,372	-10,480 Reduced 18.63%	45,764 $2.55 Million
Q1 2022 Feb 08, 2024	BUY	$59.94 - $62.99 $203,975 - $214,354	3,403 Added 9.88%	37,844 $0
Q4 2021 Feb 17, 2022	BUY	$62.25 - $63.89 $413,838 - $424,740	6,648 Added 13.4%	56,244 $3.54 Million
Q3 2021 Dec 03, 2021	BUY	$62.25 - $63.89 $607,871 - $623,885	9,765 Added 24.52%	49,596 $3.1 Million
Q2 2021 Aug 17, 2021	BUY	$61.03 - $62.53 $501,239 - $513,558	8,213 Added 25.98%	39,831 $2.48 Million
Q1 2021 May 24, 2021	BUY	$60.52 - $62.31 $295,398 - $304,135	4,881 Added 18.26%	31,618 $1.94 Million
Q4 2020 Feb 16, 2021	BUY	$60.73 - $62.08 $321,140 - $328,279	5,288 Added 24.65%	26,737 $1.66 Million
Q3 2020 Nov 19, 2020	BUY	$60.05 - $61.93 $198,405 - $204,616	3,304 Added 18.21%	21,449 $1.32 Million
Q2 2020 Aug 14, 2020	BUY	$57.69 - $60.12 $117,456 - $122,404	2,036 Added 12.64%	18,145 $1.09 Million
Q1 2020 May 11, 2020	BUY	$53.09 - $59.55 $101,561 - $113,919	1,913 Added 13.48%	16,109 $926,000
Q4 2019 Jan 31, 2020	BUY	$56.32 - $57.23 $546,585 - $555,417	9,705 Added 216.1%	14,196 $804,000
Q4 2019 Jan 30, 2020	SELL	$56.32 - $57.23 $440,309 - $447,424	-7,818 Reduced 63.51%	4,491 $249,000
Q3 2019 Jan 29, 2020	BUY	$56.24 - $57.07 $66,306 - $67,285	1,179 Added 10.59%	12,309 $699,000
Q2 2019 Jan 29, 2020	BUY	N/A	2,232 Added 25.08%	11,130 $627,000
Q1 2019 Jan 29, 2020	BUY	N/A	1,860 Added 26.43%	8,898 $489,000
Q4 2018 Jan 29, 2020	BUY	N/A	491 Added 7.5%	7,038 $375,000
Q3 2018 Jan 29, 2020	BUY	N/A	793 Added 13.78%	6,547 $353,000
Q2 2018 Jan 29, 2020	BUY	N/A	1,632 Added 39.59%	5,754 $316,000
Q1 2018 Jan 29, 2020	SELL	N/A	-369 Reduced 8.22%	4,122 $226,000
Q4 2017 Jan 29, 2020	BUY	N/A	4,491	4,491 $249,000

Others Institutions Holding SCHP

# of Institutions

712

Shares Held

285M

Call Options Held

110K

Put Options Held

View Full List

About SCHWAB STRATEGIC US TIPS ETF

Ticker SCHP
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Kingsview Wealth Management, LLC Schwab Strategic Us Tips ETF Transaction History