Kingswood Wealth Advisors, LLC Schwab Strategic Tr Us Large C Transaction History

Kingswood Wealth Advisors, LLC

  • $1.65 Trillion
  • Q3 2025

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 133,821 shares of SCHV stock, worth $3.88 Million. This represents 0.24% of its overall portfolio holdings.

Number of Shares
133,821
Previous 128,255 4.34%
Holding current value
$3.88 Million
Previous $3.55 Billion 9.77%
% of portfolio
0.24%
Previous 0.28%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 23, 2025
BUY
$27.61 - $29.15 $153,677 - $162,248
5,566 Added 4.34%
133,821 $3.9 Billion
Q2 2025

Jul 23, 2025
BUY
$23.55 - $27.67 $138,897 - $163,197
5,898 Added 4.82%
128,255 $3.55 Billion
Q1 2025

Jul 25, 2025
SELL
$25.77 - $27.6 $151,991 - $162,784
-5,898 Reduced 4.6%
122,357 $3.25 Billion
Q1 2025

Apr 21, 2025
SELL
$25.77 - $27.6 $7,241 - $7,755
-281 Reduced 0.23%
122,357 $3.25 Billion
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
975
Shares Held
358M
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
Track This Portfolio

Track Kingswood Wealth Advisors, LLC Portfolio

Follow Kingswood Wealth Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Kingswood Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Kingswood Wealth Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email