Kingswood Wealth Advisors, LLC Schwab Us Aggregate Bond ETF Transaction History

Kingswood Wealth Advisors, LLC

  • $1.33 Trillion
  • Q4 2024

A detailed history of Kingswood Wealth Advisors, LLC transactions in Schwab Us Aggregate Bond ETF stock. As of the latest transaction made, Kingswood Wealth Advisors, LLC holds 16,196 shares of SCHZ stock, worth $372,022. This represents 0.03% of its overall portfolio holdings.

Number of Shares
16,196
Previous 5,017 222.82%
Holding current value
$372,022
Previous $238 Million 54.23%
% of portfolio
0.03%
Previous 0.02%

Shares

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

Jan 22, 2025
BUY
$22.63 - $47.53 $252,980 - $531,337
11,179 Added 222.82%
16,196 $368 Million
Q3 2024

Oct 21, 2024
BUY
$45.2 - $47.87 $226,768 - $240,163
5,017 New
5,017 $238 Million

Others Institutions Holding SCHZ

# of Institutions
680
Shares Held
163M
Call Options Held
200
Put Options Held
1.5K
View Full List

About SCHWAB US AGGREGATE BOND ETF

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