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

Kingsview Wealth Management, LLC

$4.45 Billion
Q3 2024

A detailed history of Kingsview Wealth Management, LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Kingsview Wealth Management, LLC holds 22,409 shares of SCHX stock, worth $524,370. This represents 0.03% of its overall portfolio holdings.

Number of Shares

22,409

Previous 21,802 2.78%

Holding current value

$524,370

Previous $1.4 Million 8.57%

% of portfolio

0.03%

Previous 0.04%

32 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 12, 2024	BUY	$61.11 - $67.85 $37,093 - $41,184	607 Added 2.78%	22,409 $1.52 Million
Q2 2024 Aug 14, 2024	BUY	$58.7 - $64.78 $1,467 - $1,619	25 Added 0.11%	21,802 $1.4 Million
Q1 2024 May 09, 2024	BUY	$55.41 - $62.08 $3,823 - $4,283	69 Added 0.32%	21,777 $1.35 Million
Q4 2023 Feb 08, 2024	SELL	$48.47 - $56.6 $25,252 - $29,488	-521 Reduced 2.34%	21,708 $1.22 Million
Q3 2023 Nov 07, 2023	BUY	$50.36 - $54.21 $38,928 - $41,904	773 Added 3.6%	22,229 $1.12 Million
Q2 2023 Aug 10, 2023	SELL	$47.67 - $52.37 $42,187 - $46,347	-885 Reduced 3.96%	21,456 $1.12 Million
Q1 2023 May 15, 2023	SELL	$44.78 - $49.41 $27,360 - $30,189	-611 Reduced 2.66%	22,341 $1.08 Million
Q4 2022 Feb 13, 2023	SELL	$42.25 - $48.16 $23,617 - $26,921	-559 Reduced 2.38%	22,952 $1.04 Million
Q3 2022 Nov 14, 2022	BUY	$42.35 - $51.01 $5,590 - $6,733	132 Added 0.56%	23,511 $996,000
Q2 2022 Aug 16, 2022	BUY	$43.35 - $54.51 $336,265 - $422,834	7,757 Added 49.65%	23,379 $1.04 Million
Q1 2022 Feb 08, 2024	SELL	$49.51 - $57.27 $110,456 - $127,769	-2,231 Reduced 10.28%	19,477 $0
Q4 2021 Feb 17, 2022	SELL	$51.9 - $57.29 $13,026 - $14,379	-251 Reduced 1.58%	15,622 $1.78 Million
Q3 2021 Dec 03, 2021	BUY	$51.52 - $54.94 $35,651 - $38,018	692 Added 4.56%	15,873 $1.65 Million
Q2 2021 Aug 17, 2021	SELL	$48.62 - $52.01 $14,099 - $15,082	-290 Reduced 1.87%	15,181 $1.59 Million
Q1 2021 May 24, 2021	BUY	$44.9 - $48.34 $9,473 - $10,199	211 Added 1.38%	15,471 $1.5 Million
Q4 2020 Feb 16, 2021	BUY	$39.35 - $45.48 $7,397 - $8,550	188 Added 1.25%	15,260 $1.39 Million
Q3 2020 Nov 19, 2020	SELL	$37.26 - $43.03 $235,296 - $271,734	-6,315 Reduced 29.53%	15,072 $1.22 Million
Q2 2020 Aug 14, 2020	SELL	$29.25 - $38.76 $10,237 - $13,566	-350 Reduced 1.61%	21,387 $1.59 Million
Q1 2020 May 11, 2020	BUY	$26.61 - $40.52 $32,357 - $49,272	1,216 Added 5.93%	21,737 $1.33 Million
Q4 2019 Jan 31, 2020	BUY	$34.42 - $38.54 $56,139 - $62,858	1,631 Added 8.63%	20,521 $1.58 Million
Q4 2019 Jan 30, 2020	SELL	$34.42 - $38.54 $203,938 - $228,349	-5,925 Reduced 23.88%	18,890 $1.21 Million
Q3 2019 Jan 29, 2020	BUY	$35.28 - $36.01 $128,666 - $131,328	3,647 Added 17.23%	24,815 $1.76 Million
Q2 2019 Jan 29, 2020	SELL	N/A	-2,940 Reduced 12.2%	21,168 $1.49 Million
Q1 2019 Jan 29, 2020	BUY	N/A	620 Added 2.64%	24,108 $1.63 Million
Q4 2018 Jan 29, 2020	BUY	N/A	1,677 Added 7.69%	23,488 $1.4 Million
Q3 2018 Jan 29, 2020	BUY	N/A	827 Added 3.94%	21,811 $1.52 Million
Q2 2018 Jan 29, 2020	SELL	N/A	-766 Reduced 3.52%	20,984 $1.36 Million
Q1 2018 Jan 29, 2020	BUY	N/A	2,860 Added 15.14%	21,750 $1.37 Million
Q4 2017 Jan 29, 2020	BUY	N/A	786 Added 4.34%	18,890 $1.21 Million
Q3 2017 Jan 29, 2020	SELL	N/A	-14,263 Reduced 44.07%	18,104 $1.09 Million
Q2 2017 Jan 29, 2020	SELL	N/A	-20,101 Reduced 38.31%	32,367 $1.87 Million
Q1 2017 Jan 29, 2020	BUY	N/A	52,468	52,468 $2.95 Million

Others Institutions Holding SCHX

# of Institutions

1,353

Shares Held

349M

Call Options Held

34.3K

Put Options Held

1.2K

View Full List

About SCHWAB STRATEGIC TR US LARGE-C

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