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

Kcm Investment Advisors LLC

  • $2.91 Billion
  • Q3 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 21,861 shares of SCHM stock, worth $608,391. This represents 0.06% of its overall portfolio holdings.

Number of Shares
21,861
Previous 21,861 -0.0%
Holding current value
$608,391
Previous $1.7 Million 6.76%
% of portfolio
0.06%
Previous 0.06%

Shares

19 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
950
Shares Held
108M
Call Options Held
8.1K
Put Options Held
3.6K
View Full List

About SCHWAB STRATEGIC U.S. MID-CAP

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