Kcm Investment Advisors LLC Schwab Strategic Tr 1000 Index Transaction History

Kcm Investment Advisors LLC

  • $2.91 Billion
  • Q3 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 $143,009. This represents 0.01% of its overall portfolio holdings.

Number of Shares
4,856
Previous 4,856 -0.0%
Holding current value
$143,009
Previous $254,000 5.51%
% of portfolio
0.01%
Previous 0.01%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
184
Shares Held
44.8M
Call Options Held
0
Put Options Held
0
View Full List

About SCHWAB STRATEGIC TR 1000 INDEX

SCHK Quotes by TradingView
  • Ticker SCHK
  • Sector ETFs
  • Industry ETFs
More about SCHK
Track This Portfolio

Track Kcm Investment Advisors LLC Portfolio

Follow Kcm Investment Advisors LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Kcm Investment Advisors LLC, based on Form 13F filings with the SEC.

News

Stay updated on Kcm Investment Advisors LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email