Kingsview Wealth Management, LLC Schwab Strategic Tr Us Emergin 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 Emergin stock. As of the latest transaction made, Kingsview Wealth Management, LLC holds 10,309 shares of SCHE stock, worth $277,518. This represents 0.01% of its overall portfolio holdings.

Number of Shares
10,309
Previous 7,493 37.58%
Holding current value
$277,518
Previous $218,000 25.69%
% of portfolio
0.01%
Previous 0.0%

Shares

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

Jan 28, 2025
BUY
$26.63 - $30.23 $74,990 - $85,127
2,816 Added 37.58%
10,309 $274,000
Q3 2024

Nov 12, 2024
SELL
$25.45 - $29.53 $17,891 - $20,759
-703 Reduced 8.58%
7,493 $218,000
Q2 2024

Aug 14, 2024
BUY
$24.67 - $27.2 $202,195 - $222,931
8,196 New
8,196 $217,000
Q4 2023

Feb 08, 2024
SELL
$23.04 - $24.89 $11,727 - $12,669
-509 Reduced 5.41%
8,905 $220,000
Q3 2023

Nov 07, 2023
BUY
$23.83 - $26.11 $224,335 - $245,799
9,414 New
9,414 $225,000
Q4 2022

Feb 13, 2023
BUY
$21.59 - $24.95 $186,645 - $215,692
8,645 New
8,645 $204,000
Q2 2022

Aug 16, 2022
BUY
$24.51 - $28.87 $1,862 - $2,194
76 Added 0.9%
8,562 $217,000
Q1 2022

Feb 08, 2024
SELL
$25.61 - $30.82 $15,596 - $18,769
-609 Reduced 6.84%
8,296 $0
Q4 2021

Feb 17, 2022
SELL
$28.68 - $31.96 $5,277 - $5,880
-184 Reduced 2.12%
8,486 $251,000
Q3 2021

Dec 03, 2021
SELL
$29.81 - $32.7 $14,189 - $15,565
-476 Reduced 5.2%
8,670 $264,000
Q2 2021

Aug 17, 2021
SELL
$31.06 - $33.61 $4,690 - $5,075
-151 Reduced 1.62%
9,146 $299,000
Q1 2021

May 24, 2021
SELL
$30.78 - $34.63 $19,114 - $21,505
-621 Reduced 6.26%
9,297 $298,000
Q4 2020

Feb 16, 2021
SELL
$26.72 - $30.68 $38,556 - $44,271
-1,443 Reduced 12.7%
9,918 $304,000
Q3 2020

Nov 19, 2020
SELL
$24.69 - $27.71 $15,011 - $16,847
-608 Reduced 5.08%
11,361 $304,000
Q2 2020

Aug 14, 2020
SELL
$19.87 - $25.05 $5,662 - $7,139
-285 Reduced 2.33%
11,969 $291,000
Q1 2020

May 11, 2020
BUY
$18.68 - $28.22 $6,201 - $9,369
332 Added 2.78%
12,254 $254,000
Q4 2019

Jan 31, 2020
BUY
$24.83 - $27.51 $62,372 - $69,105
2,512 Added 26.7%
11,922 $326,000
Q4 2019

Jan 30, 2020
SELL
$24.83 - $27.51 $301,932 - $334,521
-12,160 Reduced 56.37%
9,410 $263,000
Q3 2019

Jan 29, 2020
SELL
$25.08 - $25.94 $1.24 Million - $1.28 Million
-49,302 Reduced 69.56%
21,570 $542,000
Q2 2019

Jan 29, 2020
BUY
N/A
55,861 Added 372.13%
70,872 $1.86 Million
Q1 2019

Jan 29, 2020
SELL
N/A
-587 Reduced 3.76%
15,011 $390,000
Q4 2018

Jan 29, 2020
SELL
N/A
-424 Reduced 2.65%
15,598 $367,000
Q3 2018

Jan 29, 2020
BUY
N/A
990 Added 6.59%
16,022 $412,000
Q2 2018

Jan 29, 2020
BUY
N/A
2,661 Added 21.51%
15,032 $389,000
Q1 2018

Jan 29, 2020
BUY
N/A
2,961 Added 31.47%
12,371 $355,000
Q4 2017

Jan 29, 2020
BUY
N/A
9,410
9,410 $263,000

About SCHWAB STRATEGIC TR US EMERGIN

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