Kingswood Wealth Advisors, LLC Schwab Strategic U.S. Mid Cap Transaction History

Kingswood Wealth Advisors, LLC

$1.33 Trillion
Q4 2024

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 78,140 shares of SCHM stock, worth $2.27 Million. This represents 0.16% of its overall portfolio holdings.

Number of Shares

78,140

Previous 24,458 219.49%

Holding current value

$2.27 Million

Previous $2.03 Billion 6.55%

% of portfolio

0.16%

Previous 0.14%

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 22, 2025	BUY	$27.54 - $83.04 $1.48 Million - $4.46 Million	53,682 Added 219.49%	78,140 $2.17 Billion
Q3 2024 Oct 21, 2024	BUY	$75.47 - $83.18 $777,793 - $857,253	10,306 Added 72.82%	24,458 $2.03 Billion
Q2 2024 Jul 09, 2024	BUY	$75.69 - $81.19 $1.07 Million - $1.15 Million	14,152 New	14,152 $1.1 Billion
Q4 2023 Jan 16, 2024	BUY	$63.01 - $75.95 $1.73 Million - $2.09 Million	27,522 New	27,522 $2.28 Billion

Others Institutions Holding SCHM

# of Institutions

1,004

Shares Held

270M

Call Options Held

15K

Put Options Held

1.1K

View Full List

About SCHWAB STRATEGIC U.S. MID-CAP

Ticker SCHM
Sector ETFs
Industry ETFs

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Kingswood Wealth Advisors, LLC Schwab Strategic U.S. Mid Cap Transaction History