Kc Investment Advisors, LLC Schwab Strategic Tr Us Dividen Transaction History

Kc Investment Advisors, LLC

  • $416 Million
  • Q1 2025

A detailed history of Kc Investment Advisors, LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Kc Investment Advisors, LLC holds 36,498 shares of SCHD stock, worth $955,152. This represents 0.24% of its overall portfolio holdings.

Number of Shares
36,498
Previous 18,685 95.33%
Holding current value
$955,152
Previous $510,000 97.25%
% of portfolio
0.24%
Previous 0.21%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 17, 2025
BUY
$27.01 - $28.54 $481,129 - $508,383
17,813 Added 95.33%
36,498 $1.01 Million
Q4 2024

Feb 06, 2025
BUY
$26.93 - $84.95 $335,951 - $1.06 Million
12,475 Added 200.89%
18,685 $510,000
Q1 2024

May 09, 2024
BUY
$75.25 - $80.63 $467,302 - $500,712
6,210 New
6,210 $500,000

Others Institutions Holding SCHD

# of Institutions
1,999
Shares Held
888M
Call Options Held
4.89M
Put Options Held
2.23M
View Full List

About SCHWAB STRATEGIC TR US DIVIDEN

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