Kingsview Wealth Management, LLC Schwab Strategic Tr Us Small C Transaction History

Kingsview Wealth Management, LLC

  • $4.71 Billion
  • Q4 2024

A detailed history of Kingsview Wealth Management, LLC transactions in Schwab Strategic Tr Us Small C stock. As of the latest transaction made, Kingsview Wealth Management, LLC holds 53,286 shares of SCHA stock, worth $1.42 Million. This represents 0.03% of its overall portfolio holdings.

Number of Shares
53,286
Previous 19,461 173.81%
Holding current value
$1.42 Million
Previous $1 Million 37.43%
% of portfolio
0.03%
Previous 0.02%

Shares

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

Jan 28, 2025
BUY
$25.33 - $51.16 $856,787 - $1.73 Million
33,825 Added 173.81%
53,286 $1.38 Million
Q3 2024

Nov 12, 2024
BUY
$46.9 - $51.96 $84,232 - $93,320
1,796 Added 10.17%
19,461 $1 Million
Q2 2024

Aug 14, 2024
SELL
$45.24 - $49.04 $16,965 - $18,390
-375 Reduced 2.08%
17,665 $838,000
Q1 2024

May 09, 2024
SELL
$44.84 - $49.24 $27,128 - $29,790
-605 Reduced 3.24%
18,040 $888,000
Q4 2023

Feb 08, 2024
SELL
$38.13 - $48.02 $42,133 - $53,062
-1,105 Reduced 5.59%
18,645 $880,000
Q3 2023

Nov 07, 2023
BUY
$40.85 - $46.1 $11,969 - $13,507
293 Added 1.51%
19,750 $818,000
Q2 2023

Aug 10, 2023
SELL
$39.91 - $43.82 $111,548 - $122,476
-2,795 Reduced 12.56%
19,457 $852,000
Q1 2023

May 15, 2023
SELL
$39.82 - $46.36 $72,830 - $84,792
-1,829 Reduced 7.6%
22,252 $933,000
Q4 2022

Feb 13, 2023
BUY
$38.25 - $43.54 $64,986 - $73,974
1,699 Added 7.59%
24,081 $975,000
Q3 2022

Nov 14, 2022
SELL
$37.65 - $45.9 $38,515 - $46,955
-1,023 Reduced 4.37%
22,382 $846,000
Q2 2022

Aug 16, 2022
BUY
$37.88 - $48.01 $475,280 - $602,381
12,547 Added 115.56%
23,405 $913,000
Q1 2022

Feb 08, 2024
BUY
$44.42 - $51.73 $139,034 - $161,914
3,130 Added 16.79%
21,775 $0
Q4 2021

Feb 17, 2022
SELL
$48.64 - $55.07 $10,944 - $12,390
-225 Reduced 2.03%
10,858 $1.11 Million
Q3 2021

Dec 03, 2021
SELL
$48.3 - $52.49 $20,817 - $22,623
-431 Reduced 3.74%
11,083 $1.11 Million
Q2 2021

Aug 17, 2021
SELL
$48.39 - $52.91 $43,744 - $47,830
-904 Reduced 7.28%
11,514 $1.21 Million
Q1 2021

May 24, 2021
SELL
$43.89 - $52.63 $63,377 - $75,997
-1,444 Reduced 10.42%
12,418 $1.25 Million
Q4 2020

Feb 16, 2021
SELL
$34.66 - $45.17 $554 - $722
-16 Reduced 0.12%
13,862 $1.23 Million
Q3 2020

Nov 19, 2020
SELL
$32.09 - $36.38 $24,388 - $27,648
-760 Reduced 5.19%
13,878 $948,000
Q2 2020

Aug 14, 2020
SELL
$23.59 - $35.22 $105,423 - $157,398
-4,469 Reduced 23.39%
14,638 $956,000
Q1 2020

May 11, 2020
SELL
$22.29 - $38.7 $3,276 - $5,688
-147 Reduced 0.76%
19,107 $984,000
Q4 2019

Jan 31, 2020
BUY
$33.63 - $38.03 $113,265 - $128,085
3,368 Added 21.2%
19,254 $1.46 Million
Q4 2019

Jan 30, 2020
SELL
$33.63 - $38.03 $104,017 - $117,626
-3,093 Reduced 16.3%
15,886 $1.11 Million
Q3 2019

Jan 29, 2020
SELL
$34.78 - $36.12 $21,667 - $22,502
-623 Reduced 3.18%
18,979 $1.32 Million
Q2 2019

Jan 29, 2020
SELL
N/A
-6,539 Reduced 25.01%
19,602 $1.4 Million
Q1 2019

Jan 29, 2020
BUY
N/A
711 Added 2.8%
26,141 $1.83 Million
Q4 2018

Jan 29, 2020
SELL
N/A
-505 Reduced 1.95%
25,430 $1.54 Million
Q3 2018

Jan 29, 2020
BUY
N/A
4,447 Added 20.7%
25,935 $1.98 Million
Q2 2018

Jan 29, 2020
BUY
N/A
4,732 Added 28.24%
21,488 $1.58 Million
Q1 2018

Jan 29, 2020
BUY
N/A
870 Added 5.48%
16,756 $1.16 Million
Q4 2017

Jan 29, 2020
BUY
N/A
2,393 Added 17.74%
15,886 $1.11 Million
Q3 2017

Jan 29, 2020
BUY
N/A
1,735 Added 14.76%
13,493 $909,000
Q2 2017

Jan 29, 2020
SELL
N/A
-1,967 Reduced 14.33%
11,758 $751,000
Q1 2017

Jan 29, 2020
BUY
N/A
13,725
13,725 $864,000

Others Institutions Holding SCHA

# of Institutions
1,239
Shares Held
271M
Call Options Held
66.4K
Put Options Held
2.7K
View Full List

About SCHWAB STRATEGIC TR US SMALL-C

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