Kcm Investment Advisors LLC Schwab Strategic Tr Us Large C Transaction History

Kcm Investment Advisors LLC

  • $2.91 Billion
  • Q3 2024

A detailed history of Kcm Investment Advisors LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Kcm Investment Advisors LLC holds 8,324 shares of SCHG stock, worth $235,652. This represents 0.03% of its overall portfolio holdings.

Number of Shares
8,324
Previous 7,956 4.63%
Holding current value
$235,652
Previous $802,000 8.1%
% of portfolio
0.03%
Previous 0.03%

Shares

14 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 06, 2024
BUY
$92.63 - $105.69 $34,087 - $38,893
368 Added 4.63%
8,324 $867,000
Q1 2024

May 07, 2024
SELL
$80.6 - $93.32 $46,586 - $53,938
-578 Reduced 6.77%
7,956 $737,000
Q1 2023

May 09, 2023
BUY
$54.19 - $65.17 $42,159 - $50,702
778 Added 10.03%
8,534 $556,000
Q4 2022

Jan 31, 2023
SELL
$54.31 - $60.76 $13,034 - $14,582
-240 Reduced 3.0%
7,756 $431,000
Q3 2022

Nov 10, 2022
SELL
$55.81 - $69.25 $156,212 - $193,830
-2,799 Reduced 25.93%
7,996 $446,000
Q1 2022

May 13, 2022
BUY
$65.63 - $82.62 $413,665 - $520,753
6,303 Added 140.32%
10,795 $808,000
Q4 2021

Feb 14, 2022
SELL
$73.11 - $83.4 $5,483 - $6,255
-75 Reduced 1.64%
4,492 $736,000
Q3 2021

Nov 12, 2021
BUY
$73.24 - $78.94 $21,679 - $23,366
296 Added 6.93%
4,567 $676,000
Q2 2021

Aug 12, 2021
BUY
$65.3 - $73.24 $83,257 - $93,381
1,275 Added 42.56%
4,271 $623,000
Q1 2021

May 13, 2021
SELL
$61.41 - $68.35 $15,352 - $17,087
-250 Reduced 7.7%
2,996 $389,000
Q3 2020

Nov 16, 2020
BUY
$51.42 - $61.56 $15,631 - $18,714
304 Added 10.33%
3,246 $374,000
Q2 2020

Aug 14, 2020
BUY
$37.99 - $51.32 $3,039 - $4,105
80 Added 2.8%
2,942 $299,000
Q1 2020

Apr 27, 2020
SELL
$34.6 - $51.17 $16,642 - $24,612
-481 Reduced 14.39%
2,862 $228,000
Q4 2019

Feb 18, 2020
BUY
$40.97 - $46.72 $136,962 - $156,184
3,343 New
3,343 $311,000

Others Institutions Holding SCHG

# of Institutions
1,314
Shares Held
181M
Call Options Held
140K
Put Options Held
91.5K
View Full List

About SCHWAB STRATEGIC TR US LARGE-C

SCHG Quotes by TradingView
  • Ticker SCHG
  • Sector ETFs
  • Industry ETFs
More about SCHG
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