Kingswood Wealth Advisors, LLC Schwab Strategic U.S. Reit ETF Transaction History

Kingswood Wealth Advisors, LLC

  • $1.33 Trillion
  • Q4 2024

A detailed history of Kingswood Wealth Advisors, LLC transactions in Schwab Strategic U.S. Reit ETF stock. As of the latest transaction made, Kingswood Wealth Advisors, LLC holds 52,400 shares of SCHH stock, worth $1.1 Million. This represents 0.08% of its overall portfolio holdings.

Number of Shares
52,400
Previous 41,851 25.21%
Holding current value
$1.1 Million
Previous $970 Million 13.8%
% of portfolio
0.08%
Previous 0.07%

Shares

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

Jan 22, 2025
BUY
$20.55 - $23.26 $216,781 - $245,369
10,549 Added 25.21%
52,400 $1.1 Billion
Q3 2024

Oct 21, 2024
BUY
$19.78 - $23.53 $332,778 - $395,868
16,824 Added 67.22%
41,851 $970 Million
Q2 2024

Jul 09, 2024
BUY
$18.53 - $20.2 $463,750 - $505,545
25,027 New
25,027 $500 Million

Others Institutions Holding SCHH

# of Institutions
531
Shares Held
175M
Call Options Held
22.2K
Put Options Held
84.6K
View Full List

About SCHWAB STRATEGIC U.S. REIT ETF

SCHH Quotes by TradingView
  • Ticker SCHH
  • Sector ETFs
  • Industry ETFs
More about SCHH
Track This Portfolio

Track Kingswood Wealth Advisors, LLC Portfolio

Follow Kingswood Wealth Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

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

News

Stay updated on Kingswood Wealth Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email