Kingswood Wealth Advisors, LLC Schwab Strategic U.S. Mid Cap Transaction History
Kingswood Wealth Advisors, LLC
- $2.62 Trillion
- Q1 2025
A detailed history of Kingswood Wealth Advisors, LLC transactions in Schwab Strategic U.S. Mid Cap stock. As of the latest transaction made, Kingswood Wealth Advisors, LLC holds 79,477 shares of SCHM stock, worth $2.16 Million. This represents 0.08% of its overall portfolio holdings.
Number of Shares
79,477
Previous 78,140
1.71%
Holding current value
$2.16 Million
Previous $2.17 Billion
3.83%
% of portfolio
0.08%
Previous 0.16%
Shares
5 transactions
Others Institutions Holding SCHM
# of Institutions
1,004Shares Held
283MCall Options Held
45.7KPut Options Held
5.47K-
Financial Engines Advisors L.L.C. Santa Clara, CA58.8MShares$1.6 Billion3.31% of portfolio
-
Creative Planning Overland Park, KS28.9MShares$787 Million0.72% of portfolio
-
High Tower Advisors, LLC Chicago, IL10MShares$273 Million0.37% of portfolio
-
Moneta Group Investment Advisors LLC St Louis, MO8.87MShares$241 Million3.25% of portfolio
-
Northwestern Mutual Wealth Management CO8.2MShares$223 Million0.18% of portfolio