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 122,638 shares of SCHV stock, worth $3.32 Million. This represents 0.24% of its overall portfolio holdings.

Number of Shares
122,638
Holding current value
$3.32 Million
% of portfolio
0.24%

Shares

1 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 22, 2025
BUY
$25.79 - $80.4 $3.16 Million - $9.86 Million
122,638 New
122,638 $3.2 Billion

Others Institutions Holding SCHV

# of Institutions
847
Shares Held
173M
Call Options Held
0
Put Options Held
0
View Full List

About SCHWAB STRATEGIC TR US LARGE-C

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