Kingsview Wealth Management, LLC Schwab Strategic Tr Us Large C Transaction History

Kingsview Wealth Management, LLC

$3.97 Billion
Q2 2024

Shares

15 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2020 Aug 14, 2020	SELL	$42.21 - $55.29 $2.51 Million - $3.28 Million	-59,371 Closed	0 $0
Q1 2020 May 11, 2020	BUY	$38.4 - $61.03 $286,694 - $455,649	7,466 Added 14.38%	59,371 $2.63 Million
Q4 2019 Jan 31, 2020	BUY	$54.73 - $60.25 $1.69 Million - $1.86 Million	30,842 Added 146.43%	51,905 $3.12 Million
Q4 2019 Jan 30, 2020	SELL	$54.73 - $60.25 $1.44 Million - $1.59 Million	-26,363 Reduced 55.59%	21,063 $1.15 Million
Q3 2019 Jan 29, 2020	BUY	$56.56 - $57.5 $447,615 - $455,055	7,914 Added 20.03%	47,426 $2.69 Million
Q2 2019 Jan 29, 2020	BUY	N/A	4,057 Added 11.44%	39,512 $2.22 Million
Q1 2019 Jan 29, 2020	BUY	N/A	3,409 Added 10.64%	35,455 $1.94 Million
Q4 2018 Jan 29, 2020	BUY	N/A	1,987 Added 6.61%	32,046 $1.58 Million
Q3 2018 Jan 29, 2020	BUY	N/A	3,477 Added 13.08%	30,059 $1.69 Million
Q2 2018 Jan 29, 2020	BUY	N/A	2,981 Added 12.63%	26,582 $1.41 Million
Q1 2018 Jan 29, 2020	BUY	N/A	2,538 Added 12.05%	23,601 $1.25 Million
Q4 2017 Jan 29, 2020	BUY	N/A	6,133 Added 41.08%	21,063 $1.15 Million
Q3 2017 Jan 29, 2020	BUY	N/A	5,925 Added 65.8%	14,930 $774,000
Q2 2017 Jan 29, 2020	BUY	N/A	2,565 Added 39.83%	9,005 $452,000
Q1 2017 Jan 29, 2020	BUY	N/A	6,440	6,440 $320,000

Others Institutions Holding SCHV

# of Institutions

804

Shares Held

105M

Call Options Held

3.2K

Put Options Held

0

Financial Engines Advisors L.L.C. Santa Clara, CA

18.6M
Shares

$1.5 Billion
3.08% of portfolio
Sei Investments CO Oaks, PA

11.5M
Shares

$923 Million
1.23% of portfolio
Mather Group, Llc. Chicago, IL

11.1M
Shares

$893 Million
10.09% of portfolio
Advisor Group Holdings, Inc. Phoenix, AZ

4.46M
Shares

$358 Million
0.81% of portfolio
Envestnet Asset Management Inc

4.02M
Shares

$323 Million
0.11% of portfolio

About SCHWAB STRATEGIC TR US LARGE-C

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