Kingswood Wealth Advisors, LLC Schwab Strategic Tr Us Broad M Transaction History
Kingswood Wealth Advisors, LLC
- $867 Billion
- Q1 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 19,969 shares of SCHB stock, worth $1.27 Million. This represents 0.14% of its overall portfolio holdings.
Number of Shares
19,969
Previous 17,828
12.01%
Holding current value
$1.27 Million
Previous $992 Million
22.84%
% of portfolio
0.14%
Previous 0.11%
Shares
3 transactions
Others Institutions Holding SCHB
# of Institutions
1,122Shares Held
160MCall Options Held
230KPut Options Held
29.7K-
Wealthfront Advisers LLC21.9MShares$1.39 Billion4.68% of portfolio
-
Betterment LLC New York, NY6.32MShares$400 Million1.04% of portfolio
-
Scs Capital Management LLC Boston, MA4.02MShares$255 Million5.24% of portfolio
-
Rebalance, LLC Palo Alto, CA3.6MShares$228 Million18.06% of portfolio
-
Evensky & Katz LLC3.4MShares$215 Million14.63% of portfolio