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

Kcm Investment Advisors LLC

  • $2.68 Billion
  • Q1 2024

A detailed history of Kcm Investment Advisors LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Kcm Investment Advisors LLC holds 14,978 shares of SCHX stock, worth $971,323. This represents 0.03% of its overall portfolio holdings.

Number of Shares
14,978
Previous 16,185 7.46%
Holding current value
$971,323
Previous $912,000 1.86%
% of portfolio
0.03%
Previous 0.04%

Shares

26 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 07, 2024
SELL
$55.41 - $62.08 $66,879 - $74,930
-1,207 Reduced 7.46%
14,978 $929,000
Q4 2023

Feb 13, 2024
BUY
$48.47 - $56.6 $273,564 - $319,450
5,644 Added 53.54%
16,185 $912,000
Q3 2023

Nov 08, 2023
SELL
$50.36 - $54.21 $73,374 - $78,983
-1,457 Reduced 12.14%
10,541 $533,000
Q2 2023

Aug 09, 2023
SELL
$47.67 - $52.37 $2.21 Million - $2.43 Million
-46,339 Reduced 79.43%
11,998 $628,000
Q1 2023

May 09, 2023
BUY
$44.78 - $49.41 $1.96 Million - $2.16 Million
43,782 Added 300.8%
58,337 $2.82 Million
Q4 2022

Jan 31, 2023
SELL
$44.01 - $48.16 $426,236 - $466,429
-9,685 Reduced 39.95%
14,555 $657,000
Q3 2022

Nov 10, 2022
BUY
N/A
4,944 Added 25.62%
24,240 $1.03 Million
Q2 2022

Aug 15, 2022
SELL
N/A
-2,180 Reduced 10.15%
19,296 $862,000
Q1 2022

May 13, 2022
BUY
N/A
11,670 Added 119.01%
21,476 $1.16 Million
Q4 2021

Feb 14, 2022
BUY
N/A
82 Added 0.84%
9,806 $1.12 Million
Q3 2021

Nov 12, 2021
SELL
N/A
-325 Reduced 3.23%
9,724 $1.01 Million
Q2 2021

Oct 21, 2021
SELL
N/A
-15,405 Reduced 60.52%
10,049 $1.05 Million
Q2 2021

Aug 12, 2021
BUY
N/A
13,684 Added 116.26%
25,454 $2.65 Million
Q1 2021

May 13, 2021
BUY
N/A
164 Added 1.41%
11,770 $1.13 Million
Q4 2020

Feb 19, 2021
SELL
N/A
-260 Reduced 2.19%
11,606 $1.06 Million
Q3 2020

Nov 16, 2020
SELL
N/A
-12,537 Reduced 51.37%
11,866 $957,000
Q2 2020

Aug 14, 2020
BUY
N/A
14,023 Added 135.1%
24,403 $1.81 Million
Q1 2020

Apr 27, 2020
SELL
N/A
-43 Reduced 0.41%
10,380 $636,000
Q4 2019

Feb 18, 2020
BUY
N/A
1,873 Added 21.91%
10,423 $801,000
Q2 2019

Aug 14, 2019
BUY
N/A
80 Added 0.94%
8,550 $600,000
Q1 2019

May 16, 2019
BUY
N/A
21 Added 0.25%
8,470 $573,000
Q4 2018

Feb 12, 2019
SELL
N/A
-24,510 Reduced 74.37%
8,449 $504,000
Q3 2018

Nov 07, 2018
BUY
N/A
942 Added 2.94%
32,959 $0
Q1 2018

May 09, 2018
SELL
N/A
-48 Reduced 0.15%
32,017 $2.02 Million
Q4 2017

Feb 22, 2018
SELL
N/A
-3,605 Reduced 10.11%
32,065 $2.05 Million
Q3 2017

Nov 13, 2017
BUY
N/A
35,670
35,670 $2.14 Million

Others Institutions Holding SCHX

# of Institutions
1,258
Shares Held
426M
Call Options Held
40.4K
Put Options Held
1.4K
View Full List

About SCHWAB STRATEGIC TR US LARGE-C

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