Kc Investment Advisors, LLC Schwab Strategic Tr Us Dividen Transaction History
Kc Investment Advisors, LLC
- $223 Million
- Q3 2024
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 6,210 shares of SCHD stock, worth $173,817. This represents 0.24% of its overall portfolio holdings.
Number of Shares
6,210
Previous 6,210
-0.0%
Holding current value
$173,817
Previous $482,000
8.71%
% of portfolio
0.24%
Previous 0.24%
Shares
1 transactions
Others Institutions Holding SCHD
# of Institutions
1,784Shares Held
333MCall Options Held
1.92MPut Options Held
1.16M-
Lpl Financial LLC Fort Mill, SC11.5MShares$323 Million0.45% of portfolio
-
Orgel Wealth Management, LLC11.1MShares$310 Million8.18% of portfolio
-
Morgan Stanley New York, NY9.23MShares$258 Million0.06% of portfolio
-
Sumitomo Life Insurance CO8.94MShares$250 Million14.86% of portfolio
-
Avantax Advisory Services, Inc.8.5MShares$238 Million4.81% of portfolio