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 25,412 shares of SCHX stock, worth $674,434. This represents 0.04% of its overall portfolio holdings.

Number of Shares

25,412

Previous 21,726 16.97%

Holding current value

$674,434

Previous $531 Million 26.06%

% of portfolio

0.04%

Previous 0.04%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 23, 2025	BUY	$24.46 - $26.5 $90,159 - $97,679	3,686 Added 16.97%	25,412 $669 Million
Q2 2025 Jul 23, 2025	BUY	$19.6 - $24.44 $11,799 - $14,712	602 Added 2.85%	21,726 $531 Million
Q1 2025 Jul 25, 2025	SELL	$21.75 - $24.28 $13,093 - $14,616	-602 Reduced 2.77%	21,124 $466 Million
Q1 2025 Apr 21, 2025	SELL	$21.75 - $24.28 $131,370 - $146,651	-6,040 Reduced 22.24%	21,124 $466 Million
Q4 2024 Jan 22, 2025	BUY	$22.4 - $68.28 $443,564 - $1.35 Million	19,802 Added 268.98%	27,164 $630 Million

Q3 2024 Oct 21, 2024	BUY	$61.11 - $67.85 $83,904 - $93,158	1,373 Added 22.93%	7,362 $499 Million
Q2 2024 Jul 09, 2024	BUY	$58.7 - $64.78 $56,117 - $61,929	956 Added 18.99%	5,989 $385 Million
Q1 2024 Apr 15, 2024	BUY	$55.41 - $62.08 $278,878 - $312,448	5,033 New	5,033 $312 Million
Q3 2023 Oct 23, 2023	BUY	$50.36 - $54.21 $421,714 - $453,954	8,374 New	8,374 $424 Million

Others Institutions Holding SCHX

# of Institutions

1,631

Shares Held

1.14B

Call Options Held

64.2K

Put Options Held

12K

View Full List

About SCHWAB STRATEGIC TR US LARGE-C

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