Kc Investment Advisors, LLC Schwab Strategic Tr 1000 Index Transaction History
Kc Investment Advisors, LLC
- $238 Million
- Q4 2024
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 16,313 shares of SCHK stock, worth $474,871. This represents 0.19% of its overall portfolio holdings.
Number of Shares
16,313
Previous 8,131
100.63%
Holding current value
$474,871
Previous $449,000
2.67%
% of portfolio
0.19%
Previous 0.2%
Shares
20 transactions
Others Institutions Holding SCHK
# of Institutions
188Shares Held
48MCall Options Held
0Put Options Held
0-
Financial Engines Advisors L.L.C. Santa Clara, CA28.6MShares$833 Million3.25% of portfolio
-
Legacy Wealth Management, Inc6.97MShares$203 Million12.67% of portfolio
-
Warwick Investment Management, Inc.4.39MShares$128 Million25.69% of portfolio
-
Armstrong Advisory Group, Inc Needham, MA2.63MShares$76.7 Million5.98% of portfolio
-
Waddell & Associates, LLC963KShares$28 Million6.53% of portfolio