Kingswood Wealth Advisors, LLC Schwab Strategic Tr Us Dividen Transaction History

Kingswood Wealth Advisors, LLC

$1.33 Trillion
Q4 2024

A detailed history of Kingswood Wealth Advisors, LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Kingswood Wealth Advisors, LLC holds 68,558 shares of SCHD stock, worth $1.95 Million. This represents 0.14% of its overall portfolio holdings.

Number of Shares

68,558

Previous 96,754 29.14%

Holding current value

$1.95 Million

Previous $8.18 Billion 77.1%

% of portfolio

0.14%

Previous 0.58%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 22, 2025	SELL	$26.93 - $84.95 $759,318 - $2.4 Million	-28,196 Reduced 29.14%	68,558 $1.87 Billion
Q3 2024 Oct 21, 2024	BUY	$77.02 - $85.06 $5.98 Million - $6.61 Million	77,701 Added 407.82%	96,754 $8.18 Billion
Q2 2024 Jul 09, 2024	BUY	$75.81 - $80.15 $177,547 - $187,711	2,342 Added 14.01%	19,053 $1.48 Billion
Q1 2024 Apr 15, 2024	SELL	$75.25 - $80.63 $19,113 - $20,480	-254 Reduced 1.5%	16,711 $1.35 Billion
Q4 2023 Jan 16, 2024	BUY	$66.9 - $76.32 $232,343 - $265,059	3,473 Added 25.74%	16,965 $1.29 Billion
Q3 2023 Oct 23, 2023	BUY	$70.63 - $75.66 $952,939 - $1.02 Million	13,492 New	13,492 $955 Million

Others Institutions Holding SCHD

# of Institutions

1,944

Shares Held

825M

Call Options Held

4.82M

Put Options Held

2.73M

View Full List

About SCHWAB STRATEGIC TR US DIVIDEN

Ticker SCHD
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Kingswood Wealth Advisors, LLC Schwab Strategic Tr Us Dividen Transaction History