Kcm Investment Advisors LLC Schwab Strategic Tr Us Large C Transaction History

Kcm Investment Advisors LLC

$2.76 Billion
Q2 2024

Shares

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2022 Jan 31, 2023	BUY	$59.13 - $69.24 $413 - $484	7 Added 0.19%	3,771 $249,000
Q3 2022 Nov 10, 2022	BUY	$58.51 - $69.02 $468 - $552	8 Added 0.21%	3,764 $220,000
Q2 2022 Aug 15, 2022	BUY	$60.93 - $72.3 $365 - $433	6 Added 0.16%	3,756 $234,000
Q1 2022 May 13, 2022	BUY	$67.71 - $74.19 $338 - $370	5 Added 0.13%	3,750 $268,000
Q4 2021 Feb 14, 2022	BUY	$67.9 - $73.3 $254,285 - $274,508	3,745 New	3,745 $274,000
Q3 2021 Nov 12, 2021	SELL	$66.91 - $71.05 $196,180 - $208,318	-2,932 Closed	0 $0
Q2 2021 Aug 12, 2021	BUY	$65.81 - $69.75 $192,954 - $204,507	2,932 New	2,932 $200,000
Q1 2021 May 13, 2021	SELL	$58.71 - $65.66 $218,518 - $244,386	-3,722 Closed	0 $0
Q4 2020 Feb 19, 2021	BUY	$50.83 - $59.53 $189,189 - $221,570	3,722 New	3,722 $222,000
Q1 2020 Apr 27, 2020	SELL	$38.4 - $61.03 $160,896 - $255,715	-4,190 Closed	0 $0
Q4 2019 Feb 18, 2020	BUY	$54.73 - $60.25 $229,318 - $252,447	4,190 New	4,190 $252,000

Others Institutions Holding SCHV

# of Institutions

804

Shares Held

105M

Call Options Held

3.2K

Put Options Held

0

Financial Engines Advisors L.L.C. Santa Clara, CA

18.6M
Shares

$1.5 Billion
3.08% of portfolio
Sei Investments CO Oaks, PA

11.5M
Shares

$923 Million
1.23% of portfolio
Mather Group, Llc. Chicago, IL

11.1M
Shares

$893 Million
10.09% of portfolio
Advisor Group Holdings, Inc. Phoenix, AZ

4.46M
Shares

$358 Million
0.81% of portfolio
Envestnet Asset Management Inc

4.02M
Shares

$323 Million
0.11% of portfolio

About SCHWAB STRATEGIC TR US LARGE-C

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