Kingswood Wealth Advisors, LLC Schwab Strategic U.S. Mid Cap Transaction History

Kingswood Wealth Advisors, LLC

  • $1.4 Trillion
  • Q3 2024

A detailed history of Kingswood Wealth Advisors, LLC transactions in Schwab Strategic U.S. Mid Cap stock. As of the latest transaction made, Kingswood Wealth Advisors, LLC holds 24,458 shares of SCHM stock, worth $687,025. This represents 0.14% of its overall portfolio holdings.

Number of Shares
24,458
Previous 14,152 72.82%
Holding current value
$687,025
Previous $1.1 Billion 84.5%
% of portfolio
0.14%
Previous 0.1%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 21, 2024
BUY
$75.47 - $83.18 $777,793 - $857,253
10,306 Added 72.82%
24,458 $2.03 Billion
Q2 2024

Jul 09, 2024
BUY
$75.69 - $81.19 $1.07 Million - $1.15 Million
14,152 New
14,152 $1.1 Billion
Q4 2023

Jan 16, 2024
BUY
$63.01 - $75.95 $1.73 Million - $2.09 Million
27,522 New
27,522 $2.28 Billion

Others Institutions Holding SCHM

# of Institutions
950
Shares Held
108M
Call Options Held
8.1K
Put Options Held
3.6K
View Full List

About SCHWAB STRATEGIC U.S. MID-CAP

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