Kingsview Wealth Management, LLC Schwab Short Term Us Treasury Transaction History

Kingsview Wealth Management, LLC

$4.71 Billion
Q4 2024

A detailed history of Kingsview Wealth Management, LLC transactions in Schwab Short Term Us Treasury stock. As of the latest transaction made, Kingsview Wealth Management, LLC holds 39,383 shares of SCHO stock, worth $958,976. This represents 0.02% of its overall portfolio holdings.

Number of Shares

39,383

Previous 21,182 85.93%

Holding current value

$958,976

Previous $1.04 Million 8.68%

% of portfolio

0.02%

Previous 0.02%

33 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 28, 2025	BUY	$24.06 - $48.88 $437,916 - $889,664	18,201 Added 85.93%	39,383 $947,000
Q3 2024 Nov 12, 2024	SELL	$47.93 - $49.06 $94,805 - $97,040	-1,978 Reduced 8.54%	21,182 $1.04 Million
Q2 2024 Aug 14, 2024	SELL	$47.75 - $48.13 $133,843 - $134,908	-2,803 Reduced 10.8%	23,160 $1.11 Million
Q1 2024 May 09, 2024	SELL	$48.05 - $48.63 $55,305 - $55,973	-1,151 Reduced 4.25%	25,963 $1.25 Million
Q4 2023 Feb 08, 2024	SELL	$47.66 - $48.45 $1.05 Million - $1.07 Million	-22,120 Reduced 44.93%	27,114 $1.31 Million
Q3 2023 Nov 07, 2023	SELL	$47.78 - $48.2 $382,813 - $386,178	-8,012 Reduced 14.0%	49,234 $2.36 Million
Q2 2023 Aug 10, 2023	SELL	$48.06 - $48.89 $994,409 - $1.01 Million	-20,691 Reduced 26.55%	57,246 $2.75 Million
Q1 2023 May 15, 2023	BUY	$47.8 - $49.0 $3.31 Million - $3.4 Million	69,331 Added 805.61%	77,937 $3.8 Million
Q4 2022 Feb 13, 2023	BUY	$47.89 - $48.47 $76,097 - $77,018	1,589 Added 22.65%	8,606 $415,000
Q3 2022 Nov 14, 2022	SELL	$48.15 - $49.37 $2,937 - $3,011	-61 Reduced 0.86%	7,017 $339,000
Q2 2022 Aug 16, 2022	BUY	$48.73 - $49.59 $8,137 - $8,281	167 Added 2.42%	7,078 $348,000
Q1 2022 Feb 08, 2024	SELL	$49.47 - $50.82 $1.02 Million - $1.05 Million	-20,638 Reduced 76.12%	6,476 $0
Q4 2021 Feb 17, 2022	SELL	$50.83 - $51.21 $54,642 - $55,050	-1,075 Reduced 13.46%	6,911 $351,000
Q3 2021 Dec 03, 2021	SELL	$51.18 - $51.3 $61,211 - $61,354	-1,196 Reduced 13.03%	7,986 $409,000
Q2 2021 Aug 17, 2021	BUY	$51.19 - $51.33 $25,134 - $25,203	491 Added 5.65%	9,182 $470,000
Q1 2021 May 24, 2021	SELL	$51.27 - $51.41 $167,447 - $167,905	-3,266 Reduced 27.31%	8,691 $446,000
Q4 2020 Feb 16, 2021	SELL	$51.37 - $51.48 $3.51 Million - $3.52 Million	-68,335 Reduced 85.11%	11,957 $614,000
Q3 2020 Nov 19, 2020	SELL	$51.49 - $51.63 $137,684 - $138,058	-2,674 Reduced 3.22%	80,292 $4.14 Million
Q2 2020 Aug 14, 2020	BUY	$51.53 - $51.71 $415,022 - $416,472	8,054 Added 10.75%	82,966 $4.28 Million
Q1 2020 May 11, 2020	SELL	$50.48 - $51.73 $1.21 Million - $1.24 Million	-23,960 Reduced 24.23%	74,912 $3.88 Million
Q4 2019 Jan 31, 2020	BUY	$50.38 - $50.71 $3.69 Million - $3.72 Million	73,334 Added 287.16%	98,872 $4.99 Million
Q4 2019 Jan 30, 2020	SELL	$50.38 - $50.71 $1.99 Million - $2.01 Million	-39,542 Reduced 60.76%	25,538 $1.28 Million
Q3 2019 Jan 29, 2020	BUY	$50.39 - $50.59 $982,403 - $986,302	19,496 Added 42.77%	65,080 $3.29 Million
Q2 2019 Jan 29, 2020	BUY	N/A	3,871 Added 9.28%	45,584 $2.31 Million
Q1 2019 Jan 29, 2020	BUY	N/A	4,775 Added 12.93%	41,713 $2.09 Million
Q4 2018 Jan 29, 2020	BUY	N/A	6,155 Added 19.99%	36,938 $1.84 Million
Q3 2018 Jan 29, 2020	SELL	N/A	-22,950 Reduced 42.71%	30,783 $1.53 Million
Q2 2018 Jan 29, 2020	BUY	N/A	28,039 Added 109.13%	53,733 $2.67 Million
Q1 2018 Jan 29, 2020	BUY	N/A	156 Added 0.61%	25,694 $1.28 Million
Q4 2017 Jan 29, 2020	BUY	N/A	1,216 Added 5.0%	25,538 $1.28 Million
Q3 2017 Jan 29, 2020	BUY	N/A	592 Added 2.49%	24,322 $1.23 Million
Q2 2017 Jan 29, 2020	BUY	N/A	136 Added 0.58%	23,730 $1.2 Million
Q1 2017 Jan 29, 2020	BUY	N/A	23,594	23,594 $1.19 Million

Others Institutions Holding SCHO

# of Institutions

685

Shares Held

351M

Call Options Held

56.5K

Put Options Held

44.6K

View Full List

About SCHWAB SHORT-TERM US TREASURY

Ticker SCHO
Sector ETFs
Industry ETFs

More about SCHO

Track This Portfolio

Portfolio Update

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

News

Stay updated on Kingsview Wealth Management, LLC with notifications on news.

Account

Kingsview Wealth Management, LLC Schwab Short Term Us Treasury Transaction History