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

Kingsview Wealth Management, LLC

  • $5.28 Billion
  • Q2 2025

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 52,403 shares of SCHX stock, worth $1.38 Million. This represents 0.02% of its overall portfolio holdings.

Number of Shares
52,403
Previous 46,974 11.56%
Holding current value
$1.38 Million
Previous $1.04 Million 23.43%
% 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
$19.6 - $24.44 $106,408 - $132,684
5,429 Added 11.56%
52,403 $1.28 Million
Q1 2025

May 02, 2025
SELL
$21.75 - $24.28 $205,037 - $228,887
-9,427 Reduced 16.71%
46,974 $1.04 Million
Q4 2024

Jan 28, 2025
BUY
$22.4 - $68.28 $761,420 - $2.32 Million
33,992 Added 151.69%
56,401 $1.31 Million
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
1,568
Shares Held
1.13B
Call Options Held
68.6K
Put Options Held
200
View Full List

About SCHWAB STRATEGIC TR US LARGE-C

SCHX Quotes by TradingView
  • Ticker SCHX
  • Sector ETFs
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More about SCHX
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