Kcm Investment Advisors LLC Schwab Fundamental U S Large C Transaction History

Kcm Investment Advisors LLC

$2.91 Billion
Q3 2024

A detailed history of Kcm Investment Advisors LLC transactions in Schwab Fundamental U S Large C stock. As of the latest transaction made, Kcm Investment Advisors LLC holds 17,114 shares of FNDX stock, worth $406,457. This represents 0.04% of its overall portfolio holdings.

Number of Shares

17,114

Previous 16,709 2.42%

Holding current value

$406,457

Previous $1.12 Million 9.74%

% of portfolio

0.04%

Previous 0.04%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 06, 2024	BUY	$65.36 - $71.76 $26,470 - $29,062	405 Added 2.42%	17,114 $1.23 Million
Q4 2023 Feb 13, 2024	BUY	$53.46 - $62.11 $30,472 - $35,402	570 Added 3.53%	16,709 $1.03 Million
Q3 2023 Nov 08, 2023	SELL	$55.81 - $59.78 $82,542 - $88,414	-1,479 Reduced 8.39%	16,139 $903,000
Q2 2023 Aug 09, 2023	SELL	$53.84 - $57.58 $73,922 - $79,057	-1,373 Reduced 7.23%	17,618 $1.01 Million
Q1 2023 May 09, 2023	BUY	$52.49 - $57.54 $158,782 - $174,058	3,025 Added 18.95%	18,991 $1.04 Million
Q4 2022 Jan 31, 2023	BUY	$48.43 - $56.6 $3,147 - $3,679	65 Added 0.41%	15,966 $853,000
Q3 2022 Nov 10, 2022	BUY	$47.76 - $56.79 $759,431 - $903,017	15,901 New	15,901 $759,000
Q2 2021 Aug 12, 2021	SELL	$52.09 - $56.08 $237,478 - $255,668	-4,559 Closed	0 $0
Q4 2020 Feb 19, 2021	BUY	$37.99 - $45.31 $173,196 - $206,568	4,559 New	4,559 $206,000

Others Institutions Holding FNDX

# of Institutions

597

Shares Held

193M

Call Options Held

Put Options Held

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About SCHWAB FUNDAMENTAL U S LARGE C

Ticker FNDX
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Kcm Investment Advisors LLC Schwab Fundamental U S Large C Transaction History