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

Kcm Investment Advisors LLC

  • $2.68 Billion
  • Q1 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 7,956 shares of SCHG stock, worth $815,649. This represents 0.03% of its overall portfolio holdings.

Number of Shares
7,956
Previous 8,534 6.77%
Holding current value
$815,649
Previous $707,000 4.24%
% of portfolio
0.03%
Previous 0.03%

Shares

13 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
N/A
-2,799 Reduced 25.93%
7,996 $446,000
Q1 2022

May 13, 2022
BUY
N/A
6,303 Added 140.32%
10,795 $808,000
Q4 2021

Feb 14, 2022
SELL
N/A
-75 Reduced 1.64%
4,492 $736,000
Q3 2021

Nov 12, 2021
BUY
N/A
296 Added 6.93%
4,567 $676,000
Q2 2021

Aug 12, 2021
BUY
N/A
1,275 Added 42.56%
4,271 $623,000
Q1 2021

May 13, 2021
SELL
N/A
-250 Reduced 7.7%
2,996 $389,000
Q3 2020

Nov 16, 2020
BUY
N/A
304 Added 10.33%
3,246 $374,000
Q2 2020

Aug 14, 2020
BUY
N/A
80 Added 2.8%
2,942 $299,000
Q1 2020

Apr 27, 2020
SELL
N/A
-481 Reduced 14.39%
2,862 $228,000
Q4 2019

Feb 18, 2020
BUY
N/A
3,343 New
3,343 $311,000

Others Institutions Holding SCHG

# of Institutions
1,186
Shares Held
165M
Call Options Held
148K
Put Options Held
24.3K
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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