Kingsview Wealth Management, LLC Schwab Strategic Tr Us Dividen 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 Dividen stock. As of the latest transaction made, Kingsview Wealth Management, LLC holds 422,621 shares of SCHD stock, worth $11.7 Million. This represents 0.25% of its overall portfolio holdings.

Number of Shares
422,621
Previous 104,140 305.82%
Holding current value
$11.7 Million
Previous $8.8 Million 31.17%
% of portfolio
0.25%
Previous 0.2%

Shares

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

Jan 28, 2025
BUY
$26.93 - $84.95 $8.58 Million - $27.1 Million
318,481 Added 305.82%
422,621 $11.5 Million
Q3 2024

Nov 12, 2024
BUY
$77.02 - $85.06 $1.31 Million - $1.45 Million
17,027 Added 19.55%
104,140 $8.8 Million
Q2 2024

Aug 14, 2024
BUY
$75.81 - $80.15 $1.21 Million - $1.28 Million
15,917 Added 22.36%
87,113 $6.77 Million
Q1 2024

May 09, 2024
BUY
$75.25 - $80.63 $89,472 - $95,869
1,189 Added 1.7%
71,196 $5.74 Million
Q4 2023

Feb 08, 2024
BUY
$66.9 - $76.32 $1.32 Million - $1.51 Million
19,739 Added 39.27%
70,007 $5.33 Million
Q3 2023

Nov 07, 2023
BUY
$70.63 - $75.66 $1.18 Million - $1.27 Million
16,765 Added 50.04%
50,268 $3.56 Million
Q2 2023

Aug 10, 2023
BUY
$69.18 - $73.94 $464,197 - $496,137
6,710 Added 25.04%
33,503 $2.43 Million
Q1 2023

May 15, 2023
BUY
$70.28 - $78.03 $629,497 - $698,914
8,957 Added 50.22%
26,793 $1.96 Million
Q4 2022

Feb 13, 2023
BUY
$67.16 - $79.06 $479,656 - $564,646
7,142 Added 66.79%
17,836 $1.35 Million
Q3 2022

Nov 14, 2022
SELL
$66.43 - $77.87 $3,387 - $3,971
-51 Reduced 0.47%
10,694 $710,000
Q2 2022

Aug 16, 2022
BUY
$70.31 - $80.24 $10,265 - $11,715
146 Added 1.38%
10,745 $770,000
Q1 2022

Feb 08, 2024
SELL
$75.14 - $81.94 $4.33 Million - $4.72 Million
-57,620 Reduced 82.31%
12,387 $0
Q4 2021

Feb 17, 2022
BUY
$74.93 - $80.86 $95,910 - $103,500
1,280 Added 13.74%
10,599 $857,000
Q3 2021

Dec 03, 2021
BUY
$74.23 - $78.13 $229,073 - $241,109
3,086 Added 49.51%
9,319 $692,000
Q2 2021

Aug 17, 2021
SELL
$73.32 - $77.65 $88,497 - $93,723
-1,207 Reduced 16.22%
6,233 $474,000
Q1 2021

May 24, 2021
SELL
$63.23 - $73.67 $15,554 - $18,122
-246 Reduced 3.2%
7,440 $546,000
Q4 2020

Feb 16, 2021
SELL
$54.8 - $65.16 $183,032 - $217,634
-3,340 Reduced 30.29%
7,686 $493,000
Q3 2020

Nov 19, 2020
BUY
$50.37 - $58.54 $208,733 - $242,589
4,144 Added 60.22%
11,026 $610,000
Q2 2020

Aug 14, 2020
SELL
$43.56 - $56.5 $15,638 - $20,283
-359 Reduced 4.96%
6,882 $356,000
Q1 2020

May 11, 2020
BUY
$39.5 - $59.28 $22,594 - $33,908
572 Added 8.58%
7,241 $326,000
Q4 2019

Jan 31, 2020
SELL
$52.87 - $58.15 $786,705 - $865,272
-14,880 Reduced 69.05%
6,669 $386,000
Q4 2019

Jan 30, 2020
BUY
$52.87 - $58.15 $711,841 - $782,931
13,464 Added 166.53%
21,549 $1.1 Million
Q3 2019

Jan 29, 2020
SELL
$54.39 - $55.76 $6,091 - $6,245
-112 Reduced 1.37%
8,085 $443,000
Q2 2019

Jan 29, 2020
SELL
N/A
-14,916 Reduced 64.54%
8,197 $435,000
Q1 2019

Jan 29, 2020
SELL
N/A
-2,339 Reduced 9.19%
23,113 $1.21 Million
Q4 2018

Jan 29, 2020
SELL
N/A
-1,449 Reduced 5.39%
25,452 $1.2 Million
Q3 2018

Jan 29, 2020
BUY
N/A
1,413 Added 5.54%
26,901 $1.43 Million
Q2 2018

Jan 29, 2020
BUY
N/A
2,955 Added 13.11%
25,488 $1.26 Million
Q1 2018

Jan 29, 2020
BUY
N/A
984 Added 4.57%
22,533 $1.11 Million
Q4 2017

Jan 29, 2020
BUY
N/A
1,644 Added 8.26%
21,549 $1.1 Million
Q3 2017

Jan 29, 2020
SELL
N/A
-1,746 Reduced 8.06%
19,905 $932,000
Q2 2017

Jan 29, 2020
SELL
N/A
-1,472 Reduced 6.37%
21,651 $976,000
Q1 2017

Jan 29, 2020
BUY
N/A
23,123
23,123 $1.03 Million

Others Institutions Holding SCHD

# of Institutions
1,890
Shares Held
619M
Call Options Held
3.32M
Put Options Held
1.16M
View Full List

About SCHWAB STRATEGIC TR US DIVIDEN

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