Kc Investment Advisors, LLC Schwab Strategic Tr 1000 Index Transaction History
Kc Investment Advisors, LLC
- $198 Million
- Q2 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 8,008 shares of SCHK stock, worth $441,000. This represents 0.21% of its overall portfolio holdings.
Number of Shares
8,008
Previous 8,008
-0.0%
Holding current value
$441,000
Previous $405,000
3.46%
% of portfolio
0.21%
Previous 0.21%
Shares
18 transactions
Others Institutions Holding SCHK
# of Institutions
169Shares Held
34.5MCall Options Held
0Put Options Held
0-
Financial Engines Advisors L.L.C. Santa Clara, CA24.2MShares$1.33 Billion2.82% of portfolio
-
Legacy Wealth Management, Inc3.65MShares$201 Million13.81% of portfolio
-
Warwick Investment Management, Inc.1.88MShares$103 Million23.08% of portfolio
-
Armstrong Advisory Group, Inc Needham, MA1.27MShares$69.9 Million5.9% of portfolio
-
Waddell & Associates, LLC950KShares$52.3 Million6.58% of portfolio