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

Kc Investment Advisors, LLC

  • $238 Million
  • Q4 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 18,685 shares of SCHD stock, worth $524,114. This represents 0.21% of its overall portfolio holdings.

Number of Shares
18,685
Previous 6,210 200.89%
Holding current value
$524,114
Previous $524,000 2.67%
% of portfolio
0.21%
Previous 0.24%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
1,940
Shares Held
824M
Call Options Held
4.82M
Put Options Held
2.73M
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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