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

Kingswood Wealth Advisors, LLC

  • $867 Billion
  • Q1 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 16,711 shares of SCHD stock, worth $1.29 Million. This represents 0.16% of its overall portfolio holdings.

Number of Shares
16,711
Previous 16,965 1.5%
Holding current value
$1.29 Million
Previous $1.29 Billion 4.33%
% of portfolio
0.16%
Previous 0.15%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
1,645
Shares Held
271M
Call Options Held
1.95M
Put Options Held
715K
View Full List

About SCHWAB STRATEGIC TR US DIVIDEN

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