Kingswood Wealth Advisors, LLC Schwab Strategic Tr Us Large C 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 Large C stock. As of the latest transaction made, Kingswood Wealth Advisors, LLC holds 737,721 shares of SCHG stock, worth $20.7 Million. This represents 1.54% of its overall portfolio holdings.

Number of Shares

737,721

Previous 136,132 441.92%

Holding current value

$20.7 Million

Previous $14.2 Billion 44.97%

% of portfolio

1.54%

Previous 1.01%

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 22, 2025	BUY	$25.93 - $105.3 $15.6 Million - $63.3 Million	601,589 Added 441.92%	737,721 $20.6 Billion
Q3 2024 Oct 21, 2024	BUY	$92.63 - $105.69 $7.76 Million - $8.86 Million	83,804 Added 160.15%	136,132 $14.2 Billion
Q2 2024 Jul 09, 2024	BUY	$87.04 - $101.61 $515,276 - $601,531	5,920 Added 12.76%	52,328 $5.28 Billion
Q1 2024 Apr 15, 2024	BUY	$80.6 - $93.32 $3.74 Million - $4.33 Million	46,408 New	46,408 $4.3 Billion
Q3 2023 Oct 23, 2023	BUY	$71.99 - $78.02 $1.26 Million - $1.37 Million	17,522 New	17,522 $1.27 Billion

Others Institutions Holding SCHG

# of Institutions

1,461

Shares Held

2.26B

Call Options Held

296K

Put Options Held

153K

View Full List

About SCHWAB STRATEGIC TR US LARGE-C

Ticker SCHG
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Kingswood Wealth Advisors, LLC Schwab Strategic Tr Us Large C Transaction History