Kcm Investment Advisors LLC Schwab Strategic Tr 1000 Index Transaction History

Kcm Investment Advisors LLC

  • $2.85 Billion
  • Q4 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 9,712 shares of SCHK stock, worth $269,313. This represents 0.01% of its overall portfolio holdings.

Number of Shares
9,712
Previous 4,856 100.0%
Holding current value
$269,313
Previous $268,000 2.24%
% of portfolio
0.01%
Previous 0.01%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 12, 2025
BUY
$27.45 - $55.56 $133,297 - $269,799
4,856 Added 100.0%
9,712 $274,000
Q2 2023

Aug 09, 2023
BUY
$38.96 - $42.79 $189,189 - $207,788
4,856 New
4,856 $207,000
Q2 2022

Aug 15, 2022
SELL
$35.4 - $44.52 $191,797 - $241,209
-5,418 Closed
0 $0
Q1 2022

May 13, 2022
BUY
$40.46 - $46.8 $22,738 - $26,301
562 Added 11.57%
5,418 $239,000
Q3 2021

Nov 12, 2021
BUY
$42.11 - $45.01 $2,358 - $2,520
56 Added 1.17%
4,856 $207,000
Q2 2021

Aug 12, 2021
BUY
$39.89 - $42.66 $191,472 - $204,767
4,800 New
4,800 $205,000

Others Institutions Holding SCHK

# of Institutions
202
Shares Held
69.8M
Call Options Held
3.9K
Put Options Held
6.9K
View Full List

About SCHWAB STRATEGIC TR 1000 INDEX

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