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 $3.34 Million. This represents 0.24% of its overall portfolio holdings.
Number of Shares
122,638Holding current value
$3.34 Million% of portfolio
0.24%Shares
1 transactions
Others Institutions Holding SCHV
# of Institutions
884Shares Held
321MCall Options Held
0Put Options Held
0-
Financial Engines Advisors L.L.C. Santa Clara, CA55.4MShares$1.51 Billion3.05% of portfolio
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Sei Investments CO Oaks, PA38.9MShares$1.06 Billion1.35% of portfolio
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Mather Group, Llc. Chicago, IL32MShares$871 Million10.86% of portfolio
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Envestnet Asset Management Inc15.9MShares$434 Million0.14% of portfolio
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Advisor Group Holdings, Inc. Phoenix, AZ10.1MShares$276 Million0.66% of portfolio