Kc Investment Advisors, LLC Schwab Strategic Tr Us Large C Transaction History

Kc Investment Advisors, LLC

  • $223 Million
  • Q3 2024

A detailed history of Kc Investment Advisors, LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Kc Investment Advisors, LLC holds 5,147 shares of SCHG stock, worth $146,535. This represents 0.24% of its overall portfolio holdings.

Number of Shares
5,147
Previous 5,142 0.1%
Holding current value
$146,535
Previous $518,000 3.47%
% of portfolio
0.24%
Previous 0.26%

Shares

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

Nov 12, 2024
BUY
$92.63 - $105.69 $463 - $528
5 Added 0.1%
5,147 $536,000
Q1 2024

May 09, 2024
BUY
$80.6 - $93.32 $219,715 - $254,390
2,726 Added 112.83%
5,142 $476,000
Q4 2023

Jan 25, 2024
BUY
$70.08 - $83.37 $169,313 - $201,421
2,416 New
2,416 $200,000

Others Institutions Holding SCHG

# of Institutions
1,363
Shares Held
1.88B
Call Options Held
140K
Put Options Held
96.3K
View Full List

About SCHWAB STRATEGIC TR US LARGE-C

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