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 1,060,720 shares of SCHG stock, worth $34.2 Million. This represents 2.05% of its overall portfolio holdings.

Number of Shares

1,060,720

Previous 816,618 29.89%

Holding current value

$34.2 Million

Previous $23.9 Billion 41.9%

% of portfolio

2.05%

Previous 1.88%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 23, 2025	BUY	$28.92 - $32.19 $7.06 Million - $7.86 Million	244,102 Added 29.89%	1,060,720 $33.8 Billion
Q2 2025 Jul 23, 2025	BUY	$22.27 - $29.21 $1.41 Million - $1.85 Million	63,254 Added 8.4%	816,618 $23.9 Billion
Q1 2025 Jul 25, 2025	SELL	$24.91 - $29.02 $1.63 Million - $1.9 Million	-65,414 Reduced 8.01%	751,204 $18.8 Billion
Q1 2025 Apr 21, 2025	BUY	$24.91 - $29.02 $389,667 - $453,959	15,643 Added 2.12%	753,364 $18.9 Billion
Q4 2024 Jan 22, 2025	BUY	$25.93 - $105.3 $15.6 Million - $63.3 Million	601,589 Added 441.92%	737,721 $20.6 Billion

Q3 2024 Oct 21, 2024	BUY	$92.63 - $105.69 $7.76 Million - $8.86 Million	83,804 Added 160.15%	136,132 $14.2 Billion
Q2 2024 Jul 09, 2024	BUY	$87.04 - $101.61 $515,276 - $601,531	5,920 Added 12.76%	52,328 $5.28 Billion
Q1 2024 Apr 15, 2024	BUY	$80.6 - $93.32 $3.74 Million - $4.33 Million	46,408 New	46,408 $4.3 Billion
Q3 2023 Oct 23, 2023	BUY	$71.99 - $78.02 $1.26 Million - $1.37 Million	17,522 New	17,522 $1.27 Billion

Others Institutions Holding SCHG

# of Institutions

1,683

Shares Held

854M

Call Options Held

543K

Put Options Held

113K

View Full List

About SCHWAB STRATEGIC TR US LARGE-C

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