Kingswood Wealth Advisors, LLC Schwab Strategic Tr 1000 Index Transaction History

Kingswood Wealth Advisors, LLC

  • $1.65 Trillion
  • Q3 2025

A detailed history of Kingswood Wealth Advisors, LLC transactions in Schwab Strategic Tr 1000 Index stock. As of the latest transaction made, Kingswood Wealth Advisors, LLC holds 9,461 shares of SCHK stock, worth $305,590. This represents 0.02% of its overall portfolio holdings.

Number of Shares
9,461
Holding current value
$305,590
% of portfolio
0.02%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 23, 2025
BUY
$29.8 - $32.29 $281,937 - $305,495
9,461 New
9,461 $304 Million
Q3 2024

Oct 21, 2024
SELL
$49.82 - $55.29 $419,384 - $465,431
-8,418 Reduced 60.05%
5,600 $310 Million
Q2 2024

Jul 09, 2024
BUY
$47.83 - $52.72 $670,480 - $739,028
14,018 New
14,018 $734 Million

Others Institutions Holding SCHK

# of Institutions
238
Shares Held
71.4M
Call Options Held
0
Put Options Held
0
View Full List

About SCHWAB STRATEGIC TR 1000 INDEX

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