Kcm Investment Advisors LLC Schwab Strategic Tr 1000 Index Transaction History
Kcm Investment Advisors LLC
- $2.68 Billion
- Q1 2024
A detailed history of Kcm Investment Advisors LLC transactions in Schwab Strategic Tr 1000 Index stock. As of the latest transaction made, Kcm Investment Advisors LLC holds 4,856 shares of SCHK stock, worth $256,105. This represents 0.01% of its overall portfolio holdings.
Number of Shares
4,856
Previous 4,856
-0.0%
Holding current value
$256,105
Previous $223,000
10.31%
% of portfolio
0.01%
Previous 0.01%
Shares
5 transactions
Others Institutions Holding SCHK
# of Institutions
157Shares Held
34.7MCall Options Held
0Put Options Held
0-
Financial Engines Advisors L.L.C. Santa Clara, CA24.4MShares$1.29 Billion2.79% of portfolio
-
Legacy Wealth Management, Inc3.68MShares$194 Million13.76% of portfolio
-
Warwick Investment Management, Inc.1.88MShares$99 Million22.84% of portfolio
-
Armstrong Advisory Group, Inc Needham, MA1.25MShares$65.8 Million5.85% of portfolio
-
Waddell & Associates, LLC950KShares$50.1 Million6.56% of portfolio