Kingswood Wealth Advisors, LLC Schwab Strategic Tr Us Broad M Transaction History

Kingswood Wealth Advisors, LLC

  • $1.4 Trillion
  • Q3 2024

A detailed history of Kingswood Wealth Advisors, LLC transactions in Schwab Strategic Tr Us Broad M stock. As of the latest transaction made, Kingswood Wealth Advisors, LLC holds 24,413 shares of SCHB stock, worth $539,771. This represents 0.12% of its overall portfolio holdings.

Number of Shares
24,413
Previous 19,375 26.0%
Holding current value
$539,771
Previous $1.22 Billion 33.32%
% of portfolio
0.12%
Previous 0.11%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 21, 2024
BUY
$59.93 - $66.52 $301,927 - $335,127
5,038 Added 26.0%
24,413 $1.62 Billion
Q2 2024

Jul 09, 2024
SELL
$57.57 - $63.3 $34,196 - $37,600
-594 Reduced 2.97%
19,375 $1.22 Billion
Q1 2024

Apr 15, 2024
BUY
$54.61 - $61.05 $116,920 - $130,708
2,141 Added 12.01%
19,969 $1.22 Billion
Q4 2023

Jan 16, 2024
BUY
$47.61 - $55.91 $184,441 - $216,595
3,874 Added 27.76%
17,828 $992 Million
Q3 2023

Oct 23, 2023
BUY
$49.59 - $53.57 $691,978 - $747,515
13,954 New
13,954 $696 Million

Others Institutions Holding SCHB

# of Institutions
1,159
Shares Held
168M
Call Options Held
197K
Put Options Held
19.4K
View Full List

About SCHWAB STRATEGIC TR US BROAD M

SCHB Quotes by TradingView
  • Ticker SCHB
  • Sector ETFs
  • Industry ETFs
More about SCHB
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