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

Kc Investment Advisors, LLC

$325 Million
Q3 2025

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 40,968 shares of SCHG stock, worth $1.32 Million. This represents 0.4% of its overall portfolio holdings.

Number of Shares

40,968

Previous 21,211 93.15%

Holding current value

$1.32 Million

Previous $619,000 111.15%

% of portfolio

0.4%

Previous 0.23%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 27, 2025	BUY	$28.92 - $32.19 $571,372 - $635,977	19,757 Added 93.15%	40,968 $1.31 Million
Q2 2025 Jul 24, 2025	SELL	$22.27 - $29.21 $419,722 - $550,520	-18,847 Reduced 47.05%	21,211 $619,000
Q1 2025 Apr 17, 2025	BUY	$24.91 - $29.02 $481,809 - $561,304	19,342 Added 93.37%	40,058 $1 Million
Q4 2024 Feb 06, 2025	BUY	$25.93 - $105.3 $403,704 - $1.64 Million	15,569 Added 302.49%	20,716 $577,000
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

1,682

Shares Held

854M

Call Options Held

543K

Put Options Held

113K

View Full List

About SCHWAB STRATEGIC TR US LARGE-C

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