Kingswood Wealth Advisors, LLC Schwab Strategic U.S. Reit ETF Transaction History

Kingswood Wealth Advisors, LLC

  • $1.4 Trillion
  • Q3 2024

A detailed history of Kingswood Wealth Advisors, LLC transactions in Schwab Strategic U.S. Reit ETF stock. As of the latest transaction made, Kingswood Wealth Advisors, LLC holds 41,851 shares of SCHH stock, worth $874,267. This represents 0.07% of its overall portfolio holdings.

Number of Shares
41,851
Previous 25,027 67.22%
Holding current value
$874,267
Previous $500 Million 94.02%
% of portfolio
0.07%
Previous 0.05%

Shares

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

Oct 21, 2024
BUY
$19.78 - $23.53 $332,778 - $395,868
16,824 Added 67.22%
41,851 $970 Million
Q2 2024

Jul 09, 2024
BUY
$18.53 - $20.2 $463,750 - $505,545
25,027 New
25,027 $500 Million

Others Institutions Holding SCHH

# of Institutions
533
Shares Held
175M
Call Options Held
22.2K
Put Options Held
84.6K
View Full List

About SCHWAB STRATEGIC U.S. REIT ETF

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