Kcm Investment Advisors LLC Schwab Strategic U.S. Mid Cap Transaction History

Kcm Investment Advisors LLC

$2.85 Billion
Q4 2024

A detailed history of Kcm Investment Advisors LLC transactions in Schwab Strategic U.S. Mid Cap stock. As of the latest transaction made, Kcm Investment Advisors LLC holds 65,583 shares of SCHM stock, worth $1.68 Million. This represents 0.06% of its overall portfolio holdings.

Number of Shares

65,583

Previous 21,861 200.0%

Holding current value

$1.68 Million

Previous $1.82 Million 0.06%

% of portfolio

0.06%

Previous 0.06%

20 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 12, 2025	BUY	$27.54 - $83.04 $1.2 Million - $3.63 Million	43,722 Added 200.0%	65,583 $1.82 Million
Q1 2024 May 07, 2024	SELL	$72.89 - $81.43 $46,430 - $51,870	-637 Reduced 2.83%	21,861 $1.78 Million
Q2 2023 Aug 09, 2023	SELL	$65.29 - $71.03 $763,631 - $830,766	-11,696 Reduced 34.2%	22,498 $1.6 Million
Q1 2023 May 09, 2023	BUY	$64.24 - $73.9 $792,271 - $911,408	12,333 Added 56.42%	34,194 $2.32 Million
Q2 2022 Aug 15, 2022	SELL	$60.91 - $76.4 $14,131 - $17,724	-232 Reduced 1.05%	21,861 $1.37 Million
Q1 2022 May 13, 2022	SELL	$70.66 - $80.89 $130,791 - $149,727	-1,851 Reduced 7.73%	22,093 $1.68 Million
Q4 2021 Feb 14, 2022	SELL	$76.01 - $83.39 $38,005 - $41,695	-500 Reduced 2.05%	23,944 $1.93 Million
Q2 2021 Oct 21, 2021	SELL	$74.64 - $79.12 $845,148 - $895,875	-11,323 Reduced 31.66%	24,444 $1.91 Million
Q2 2021 Aug 12, 2021	BUY	$74.64 - $79.12 $845,148 - $895,875	11,323 Added 46.32%	35,767 $2.8 Million
Q3 2020 Nov 16, 2020	SELL	$51.99 - $58.83 $857,315 - $970,106	-16,490 Reduced 40.28%	24,444 $1.36 Million
Q2 2020 Aug 14, 2020	BUY	$39.01 - $57.03 $630,206 - $921,319	16,155 Added 65.2%	40,934 $2.15 Million
Q1 2020 Apr 27, 2020	SELL	$35.83 - $62.24 $242,174 - $420,680	-6,759 Reduced 21.43%	24,779 $1.05 Million
Q4 2019 Feb 18, 2020	BUY	$54.56 - $60.24 $83,858 - $92,588	1,537 Added 5.12%	31,538 $1.9 Million
Q3 2019 Nov 15, 2019	BUY	$56.23 - $57.59 $12,145 - $12,439	216 Added 0.73%	30,001 $1.7 Million
Q1 2019 May 16, 2019	SELL	N/A	-192 Reduced 0.64%	29,785 $1.65 Million
Q4 2018 Feb 12, 2019	BUY	N/A	5 Added 0.02%	29,977 $1.44 Million
Q3 2018 Nov 07, 2018	BUY	N/A	1 Added 0.0%	29,972 $0
Q1 2018 May 09, 2018	BUY	N/A	1 Added 0.0%	29,971 $1.59 Million
Q4 2017 Feb 22, 2018	BUY	N/A	3 Added 0.01%	29,970 $1.6 Million
Q3 2017 Nov 13, 2017	BUY	N/A	29,967	29,967 $1.5 Million

Others Institutions Holding SCHM

# of Institutions

1,011

Shares Held

271M

Call Options Held

15K

Put Options Held

1.1K

View Full List

About SCHWAB STRATEGIC U.S. MID-CAP

Ticker SCHM
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Kcm Investment Advisors LLC Schwab Strategic U.S. Mid Cap Transaction History