Kc Investment Advisors, LLC Schwab Strategic Tr Us Dividen Transaction History

Kc Investment Advisors, LLC

  • $325 Million
  • Q3 2025

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 35,470 shares of SCHD stock, worth $966,202. This represents 0.3% of its overall portfolio holdings.

Number of Shares
35,470
Previous 18,159 95.33%
Holding current value
$966,202
Previous $481,000 101.25%
% of portfolio
0.3%
Previous 0.18%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 27, 2025
BUY
$26.38 - $27.95 $456,664 - $483,842
17,311 Added 95.33%
35,470 $968,000
Q2 2025

Jul 24, 2025
SELL
$24.32 - $27.87 $446,004 - $511,107
-18,339 Reduced 50.25%
18,159 $481,000
Q1 2025

Apr 17, 2025
BUY
$27.01 - $28.54 $481,129 - $508,383
17,813 Added 95.33%
36,498 $1.01 Million
Q4 2024

Feb 06, 2025
BUY
$26.93 - $84.95 $335,951 - $1.06 Million
12,475 Added 200.89%
18,685 $510,000
Q1 2024

May 09, 2024
BUY
$75.25 - $80.63 $467,302 - $500,712
6,210 New
6,210 $500,000

Others Institutions Holding SCHD

# of Institutions
2,061
Shares Held
865M
Call Options Held
4.95M
Put Options Held
2.61M
View Full List

About SCHWAB STRATEGIC TR US DIVIDEN

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