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 $874,438. This represents 0.21% of its overall portfolio holdings.

Number of Shares
32,726
Previous 16,313 100.61%
Holding current value
$874,438
Previous $461,000 90.02%
% of portfolio
0.21%
Previous 0.19%

Shares

21 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
206
Shares Held
70.2M
Call Options Held
3.9K
Put Options Held
6.9K
View Full List

About SCHWAB STRATEGIC TR 1000 INDEX

SCHK Quotes by TradingView
  • Ticker SCHK
  • Sector ETFs
  • Industry ETFs
More about SCHK
Track This Portfolio

Track Kc Investment Advisors, LLC Portfolio

Follow Kc Investment Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Kc Investment Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Kc Investment Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email