Kingswood Wealth Advisors, LLC Schwab Strategic Tr 1000 Index Transaction History
Kingswood Wealth Advisors, LLC
- $1.11 Trillion
- Q2 2024
A detailed history of Kingswood Wealth Advisors, LLC transactions in Schwab Strategic Tr 1000 Index stock. As of the latest transaction made, Kingswood Wealth Advisors, LLC holds 14,018 shares of SCHK stock, worth $741,131. This represents 0.07% of its overall portfolio holdings.
Number of Shares
14,018Holding current value
$741,131% of portfolio
0.07%Shares
1 transactions
Others Institutions Holding SCHK
# of Institutions
169Shares Held
34.5MCall Options Held
0Put Options Held
0-
Financial Engines Advisors L.L.C. Santa Clara, CA24.2MShares$1.28 Billion2.82% of portfolio
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Legacy Wealth Management, Inc3.65MShares$193 Million13.81% of portfolio
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Warwick Investment Management, Inc.1.88MShares$99.2 Million23.08% of portfolio
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Armstrong Advisory Group, Inc Needham, MA1.27MShares$67.1 Million5.9% of portfolio
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Waddell & Associates, LLC950KShares$50.2 Million6.58% of portfolio