Kingsview Wealth Management, LLC Schwab Intermediate Term Us Tr Transaction History

Kingsview Wealth Management, LLC

$4.73 Billion
Q1 2025

A detailed history of Kingsview Wealth Management, LLC transactions in Schwab Intermediate Term Us Tr stock. As of the latest transaction made, Kingsview Wealth Management, LLC holds 95,421 shares of SCHR stock, worth $2.35 Million. This represents 0.05% of its overall portfolio holdings.

Number of Shares

95,421

Previous 99,993 4.57%

Holding current value

$2.35 Million

Previous $2.43 Million 2.31%

% of portfolio

0.05%

Previous 0.05%

34 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 02, 2025	SELL	$24.05 - $24.86 $109,956 - $113,659	-4,572 Reduced 4.57%	95,421 $2.37 Million
Q4 2024 Jan 28, 2025	SELL	$24.19 - $50.58 $1.01 Million - $2.1 Million	-41,570 Reduced 29.37%	99,993 $2.43 Million
Q3 2024 Nov 12, 2024	SELL	$48.4 - $50.91 $1.61 Million - $1.7 Million	-33,332 Reduced 19.06%	141,563 $7.16 Million
Q2 2024 Aug 14, 2024	SELL	$47.85 - $49.0 $127,950 - $131,026	-2,674 Reduced 1.51%	174,895 $8.53 Million
Q1 2024 May 09, 2024	SELL	$48.64 - $49.88 $135,948 - $139,414	-2,795 Reduced 1.55%	177,569 $8.71 Million
Q4 2023 Feb 08, 2024	SELL	$47.09 - $49.87 $1.12 Million - $1.19 Million	-23,787 Reduced 11.65%	180,364 $8.97 Million
Q3 2023 Nov 07, 2023	SELL	$47.78 - $49.59 $237,753 - $246,759	-4,976 Reduced 2.38%	204,151 $9.79 Million
Q2 2023 Aug 10, 2023	SELL	$49.25 - $50.96 $297,420 - $307,747	-6,039 Reduced 2.81%	209,127 $10.3 Million
Q1 2023 May 15, 2023	SELL	$48.55 - $50.78 $461,856 - $483,070	-9,513 Reduced 4.23%	215,166 $10.9 Million
Q4 2022 Feb 13, 2023	SELL	$48.12 - $50.24 $306,091 - $319,576	-6,361 Reduced 2.75%	224,679 $11.1 Million
Q3 2022 Nov 14, 2022	SELL	$48.68 - $52.54 $688,043 - $742,600	-14,134 Reduced 5.76%	231,040 $11.4 Million
Q2 2022 Aug 16, 2022	SELL	$50.08 - $52.78 $1.38 Million - $1.45 Million	-27,513 Reduced 10.09%	245,174 $12.7 Million
Q1 2022 Feb 08, 2024	BUY	$52.72 - $55.84 $3.01 Million - $3.19 Million	57,111 Added 31.66%	237,475 $0
Q4 2021 Feb 17, 2022	SELL	$55.82 - $56.81 $24,895 - $25,337	-446 Reduced 0.16%	272,687 $15.3 Million
Q3 2021 Dec 03, 2021	BUY	$56.59 - $57.62 $1.59 Million - $1.62 Million	28,144 Added 11.49%	273,133 $15.5 Million
Q2 2021 Aug 17, 2021	SELL	$56.38 - $57.16 $1.31 Million - $1.33 Million	-23,190 Reduced 8.65%	244,989 $13.9 Million
Q1 2021 May 24, 2021	BUY	$56.41 - $58.25 $5.96 Million - $6.15 Million	105,662 Added 65.02%	268,179 $15.1 Million
Q4 2020 Feb 16, 2021	SELL	$57.98 - $58.64 $623,342 - $630,438	-10,751 Reduced 6.2%	162,517 $9.46 Million
Q3 2020 Nov 19, 2020	BUY	$58.56 - $58.96 $2.5 Million - $2.52 Million	42,731 Added 32.73%	173,268 $10.2 Million
Q2 2020 Aug 14, 2020	BUY	$58.18 - $58.86 $507,620 - $513,553	8,725 Added 7.16%	130,537 $7.67 Million
Q1 2020 May 11, 2020	SELL	$55.04 - $58.78 $615,787 - $657,630	-11,188 Reduced 8.41%	121,812 $7.16 Million
Q4 2019 Jan 31, 2020	BUY	$54.79 - $56.05 $6.1 Million - $6.24 Million	111,381 Added 515.2%	133,000 $7.31 Million
Q4 2019 Jan 30, 2020	SELL	$54.79 - $56.05 $3.13 Million - $3.21 Million	-57,200 Reduced 72.57%	21,619 $1.15 Million
Q3 2019 Jan 29, 2020	BUY	$54.92 - $55.68 $929,575 - $942,439	16,926 Added 27.35%	78,819 $4.38 Million
Q2 2019 Jan 29, 2020	BUY	N/A	10,959 Added 21.52%	61,893 $3.4 Million
Q1 2019 Jan 29, 2020	BUY	N/A	7,118 Added 16.25%	50,934 $2.74 Million
Q4 2018 Jan 29, 2020	BUY	N/A	9,998 Added 29.56%	43,816 $2.32 Million
Q3 2018 Jan 29, 2020	BUY	N/A	4,480 Added 15.27%	33,818 $1.75 Million
Q2 2018 Jan 29, 2020	BUY	N/A	2,784 Added 10.48%	29,338 $1.54 Million
Q1 2018 Jan 29, 2020	BUY	N/A	4,935 Added 22.83%	26,554 $1.4 Million
Q4 2017 Jan 29, 2020	BUY	N/A	2,054 Added 10.5%	21,619 $1.15 Million
Q3 2017 Jan 29, 2020	BUY	N/A	877 Added 4.69%	19,565 $1.06 Million
Q2 2017 Jan 29, 2020	BUY	N/A	1,204 Added 6.89%	18,688 $1.01 Million
Q1 2017 Jan 29, 2020	BUY	N/A	17,484	17,484 $937,000

Others Institutions Holding SCHR

# of Institutions

475

Shares Held

360M

Call Options Held

900

Put Options Held

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About SCHWAB INTERMEDIATE-TERM US TR

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Kingsview Wealth Management, LLC Schwab Intermediate Term Us Tr Transaction History