Kc Investment Advisors, LLC Schwab Strategic Tr 1000 Index Transaction History

Kc Investment Advisors, LLC

$416 Million
Q1 2025

A detailed history of Kc Investment Advisors, LLC transactions in Schwab Strategic Tr 1000 Index stock. As of the latest transaction made, Kc Investment Advisors, LLC holds 32,726 shares of SCHK stock, worth $970,980. This represents 0.21% of its overall portfolio holdings.

Number of Shares

32,726

Previous 16,313 100.61%

Holding current value

$970,980

Previous $461,000 90.02%

% of portfolio

0.21%

Previous 0.19%

21 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 17, 2025	BUY	$26.53 - $29.63 $435,436 - $486,317	16,413 Added 100.61%	32,726 $876,000
Q4 2024 Feb 06, 2025	BUY	$27.45 - $55.56 $224,595 - $454,591	8,182 Added 100.63%	16,313 $461,000
Q3 2024 Nov 12, 2024	BUY	$49.82 - $55.29 $6,127 - $6,800	123 Added 1.54%	8,131 $449,000
Q1 2024 May 09, 2024	BUY	$45.19 - $50.67 $1,174 - $1,317	26 Added 0.33%	8,008 $405,000
Q4 2023 Jan 25, 2024	BUY	$39.52 - $46.21 $1,264 - $1,478	32 Added 0.4%	7,982 $367,000
Q3 2023 Nov 06, 2023	BUY	$41.08 - $44.27 $1,191 - $1,283	29 Added 0.37%	7,950 $328,000
Q2 2023 Aug 07, 2023	BUY	$38.96 - $42.79 $1,168 - $1,283	30 Added 0.38%	7,921 $338,000
Q1 2023 May 15, 2023	BUY	$36.64 - $40.44 $1,025 - $1,132	28 Added 0.36%	7,891 $312,000
Q4 2022 Feb 09, 2023	BUY	$34.56 - $39.43 $1,175 - $1,340	34 Added 0.43%	7,863 $290,000
Q3 2022 Nov 14, 2022	BUY	$34.61 - $41.69 $1,107 - $1,334	32 Added 0.41%	7,829 $271,000
Q2 2022 Aug 15, 2022	BUY	$35.4 - $44.52 $1,062 - $1,335	30 Added 0.39%	7,797 $284,000
Q1 2022 May 13, 2022	BUY	$40.46 - $46.8 $890 - $1,029	22 Added 0.28%	7,767 $342,000
Q4 2021 Feb 15, 2022	BUY	$42.49 - $46.85 $1,147 - $1,264	27 Added 0.35%	7,745 $361,000
Q3 2021 Nov 15, 2021	BUY	$42.11 - $45.01 $1,010 - $1,080	24 Added 0.31%	7,718 $329,000
Q2 2021 Aug 12, 2021	BUY	$39.89 - $42.66 $917 - $981	23 Added 0.3%	7,694 $328,000
Q1 2021 May 14, 2021	BUY	$36.87 - $39.72 $811 - $873	22 Added 0.29%	7,671 $302,000
Q4 2020 Feb 12, 2021	BUY	$32.23 - $37.39 $2,352 - $2,729	73 Added 0.96%	7,649 $286,000
Q2 2020 Aug 18, 2020	BUY	$23.93 - $31.78 $181,293 - $240,765	7,576 New	7,576 $230,000
Q1 2020 May 14, 2020	SELL	$21.7 - $33.28 $238,070 - $365,114	-10,971 Closed	0 $0
Q4 2019 Feb 14, 2020	BUY	$28.33 - $31.69 $141 - $158	5 Added 0.05%	10,971 $346,000
Q3 2019 Nov 14, 2019	BUY	$29.04 - $29.62 $318,452 - $324,812	10,966 New	10,966 $320,000

Others Institutions Holding SCHK

# of Institutions

216

Shares Held

70.6M

Call Options Held

3.2K

Put Options Held

8.21K

View Full List

About SCHWAB STRATEGIC TR 1000 INDEX

Ticker SCHK
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Kc Investment Advisors, LLC Schwab Strategic Tr 1000 Index Transaction History