Kc Investment Advisors, LLC Schwab Strategic Tr Us Dividen Transaction History
Kc Investment Advisors, LLC
- $198 Million
- Q2 2024
A detailed history of Kc Investment Advisors, LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Kc Investment Advisors, LLC holds 6,210 shares of SCHD stock, worth $174,935. This represents 0.24% of its overall portfolio holdings.
Number of Shares
6,210
Previous 6,210
-0.0%
Holding current value
$174,935
Previous $500,000
3.6%
% of portfolio
0.24%
Previous 0.26%
Shares
1 transactions
Others Institutions Holding SCHD
# of Institutions
1,705Shares Held
278MCall Options Held
1.52MPut Options Held
741K-
Lpl Financial LLC Fort Mill, SC11.2MShares$315 Million0.44% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA10.2MShares$287 Million0.15% of portfolio
-
Morgan Stanley New York, NY9.27MShares$261 Million0.06% of portfolio
-
Sumitomo Life Insurance CO8.94MShares$252 Million14.86% of portfolio
-
Avantax Advisory Services, Inc.8.27MShares$233 Million4.66% of portfolio