Kcm Investment Advisors LLC Schwab Strategic Tr Us Broad M Transaction History

Kcm Investment Advisors LLC

  • $2.91 Billion
  • Q3 2024

A detailed history of Kcm Investment Advisors LLC transactions in Schwab Strategic Tr Us Broad M stock. As of the latest transaction made, Kcm Investment Advisors LLC holds 77,621 shares of SCHB stock, worth $1.83 Million. This represents 0.18% of its overall portfolio holdings.

Number of Shares
77,621
Previous 77,594 0.03%
Holding current value
$1.83 Million
Previous $4.88 Million 5.84%
% of portfolio
0.18%
Previous 0.18%

Shares

29 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 06, 2024
BUY
$59.93 - $66.52 $1,618 - $1,796
27 Added 0.03%
77,621 $5.16 Million
Q2 2024

Jul 29, 2024
BUY
$57.57 - $63.3 $213,009 - $234,210
3,700 Added 5.01%
77,594 $4.88 Million
Q1 2024

May 07, 2024
BUY
$54.61 - $61.05 $709 - $793
13 Added 0.02%
73,894 $4.51 Million
Q4 2023

Feb 13, 2024
BUY
$47.61 - $55.91 $856 - $1,006
18 Added 0.02%
73,881 $4.11 Million
Q3 2023

Nov 08, 2023
SELL
$49.59 - $53.57 $48,796 - $52,712
-984 Reduced 1.31%
73,863 $3.68 Million
Q2 2023

Aug 09, 2023
SELL
$47.08 - $51.7 $194,675 - $213,779
-4,135 Reduced 5.24%
74,847 $3.87 Million
Q1 2023

May 09, 2023
SELL
$44.47 - $49.23 $253,745 - $280,906
-5,706 Reduced 6.74%
78,982 $3.78 Million
Q4 2022

Jan 31, 2023
BUY
$41.94 - $47.81 $796 - $908
19 Added 0.02%
84,688 $3.8 Million
Q3 2022

Nov 10, 2022
SELL
$41.99 - $50.63 $191,810 - $231,277
-4,568 Reduced 5.12%
84,669 $3.56 Million
Q2 2022

Aug 15, 2022
BUY
$42.93 - $53.98 $496,056 - $623,738
11,555 Added 14.87%
89,237 $3.94 Million
Q1 2022

May 13, 2022
BUY
$49.15 - $56.85 $1.9 Million - $2.19 Million
38,565 Added 98.59%
77,682 $4.15 Million
Q4 2021

Feb 14, 2022
SELL
$51.87 - $56.86 $933 - $1,023
-18 Reduced 0.05%
39,117 $4.42 Million
Q3 2021

Nov 12, 2021
SELL
$51.32 - $54.83 $133,791 - $142,941
-2,607 Reduced 6.25%
39,135 $4.07 Million
Q2 2021

Aug 12, 2021
BUY
$48.92 - $52.14 $151,113 - $161,060
3,089 Added 7.99%
41,742 $4.35 Million
Q1 2021

May 13, 2021
BUY
$44.89 - $48.81 $269 - $292
6 Added 0.02%
38,653 $3.74 Million
Q4 2020

Feb 19, 2021
BUY
$39.03 - $45.5 $312 - $364
8 Added 0.02%
38,647 $3.52 Million
Q3 2020

Nov 16, 2020
SELL
$36.93 - $42.52 $52,366 - $60,293
-1,418 Reduced 3.54%
38,639 $3.08 Million
Q2 2020

Aug 14, 2020
BUY
$28.84 - $38.49 $230 - $307
8 Added 0.02%
40,057 $2.94 Million
Q1 2020

Apr 27, 2020
BUY
$26.18 - $40.44 $139,696 - $215,787
5,336 Added 15.37%
40,049 $2.42 Million
Q4 2019

Feb 18, 2020
BUY
$34.47 - $38.58 $3,688 - $4,128
107 Added 0.31%
34,713 $2.67 Million
Q3 2019

Nov 15, 2019
SELL
$35.32 - $36.13 $30,092 - $30,782
-852 Reduced 2.4%
34,606 $2.46 Million
Q2 2019

Aug 14, 2019
SELL
N/A
-44 Reduced 0.12%
35,458 $2.5 Million
Q1 2019

May 16, 2019
BUY
N/A
9 Added 0.03%
35,502 $2.42 Million
Q4 2018

Feb 12, 2019
SELL
N/A
-1,184 Reduced 3.23%
35,493 $2.13 Million
Q3 2018

Nov 07, 2018
SELL
N/A
-93 Reduced 0.25%
36,677 $0
Q2 2018

Aug 10, 2018
SELL
N/A
-6,350 Reduced 14.73%
36,770 $2.43 Million
Q1 2018

May 09, 2018
BUY
N/A
10,926 Added 33.94%
43,120 $2.75 Million
Q4 2017

Feb 22, 2018
SELL
N/A
-286 Reduced 0.88%
32,194 $2.08 Million
Q3 2017

Nov 13, 2017
BUY
N/A
32,480
32,480 $1.98 Million

Others Institutions Holding SCHB

# of Institutions
1,190
Shares Held
231M
Call Options Held
172K
Put Options Held
20.7K
View Full List

About SCHWAB STRATEGIC TR US BROAD M

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