Kcm Investment Advisors LLC Schwab Strategic Tr Us Dividen Transaction History

Kcm Investment Advisors LLC

  • $3.05 Billion
  • Q3 2025

A detailed history of Kcm Investment Advisors LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Kcm Investment Advisors LLC holds 187,206 shares of SCHD stock, worth $5.1 Million. This represents 0.17% of its overall portfolio holdings.

Number of Shares
187,206
Previous 189,823 1.38%
Holding current value
$5.1 Million
Previous $5.03 Million 1.59%
% of portfolio
0.17%
Previous 0.17%

Shares

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

Nov 12, 2025
SELL
$26.38 - $27.95 $69,036 - $73,145
-2,617 Reduced 1.38%
187,206 $5.11 Million
Q2 2025

Aug 06, 2025
SELL
$24.32 - $27.87 $113,647 - $130,236
-4,673 Reduced 2.4%
189,823 $5.03 Million
Q1 2025

May 14, 2025
SELL
$27.01 - $28.54 $173,890 - $183,740
-6,438 Reduced 3.2%
194,496 $5.44 Million
Q4 2024

Feb 12, 2025
BUY
$26.93 - $84.95 $3.55 Million - $11.2 Million
131,724 Added 190.33%
200,934 $5.49 Million
Q3 2024

Nov 06, 2024
BUY
$77.02 - $85.06 $34,581 - $38,191
449 Added 0.65%
69,210 $5.85 Million
Q2 2024

Jul 29, 2024
BUY
$75.81 - $80.15 $301,268 - $318,516
3,974 Added 6.13%
68,761 $5.35 Million
Q1 2024

May 07, 2024
SELL
$75.25 - $80.63 $107,080 - $114,736
-1,423 Reduced 2.15%
64,787 $5.22 Million
Q4 2023

Feb 13, 2024
SELL
$66.9 - $76.32 $1.94 Million - $2.21 Million
-29,020 Reduced 30.47%
66,210 $5.04 Million
Q3 2023

Nov 08, 2023
SELL
$70.63 - $75.66 $32,701 - $35,030
-463 Reduced 0.48%
95,230 $6.74 Million
Q2 2023

Aug 09, 2023
SELL
$69.18 - $73.94 $299,826 - $320,455
-4,334 Reduced 4.33%
95,693 $6.95 Million
Q1 2023

May 09, 2023
BUY
$70.28 - $78.03 $251,532 - $279,269
3,579 Added 3.71%
100,027 $7.32 Million
Q4 2022

Jan 31, 2023
BUY
$67.16 - $79.06 $346,814 - $408,265
5,164 Added 5.66%
96,448 $7.29 Million
Q3 2022

Nov 10, 2022
BUY
$66.43 - $77.87 $536,090 - $628,410
8,070 Added 9.7%
91,284 $6.06 Million
Q2 2022

Aug 15, 2022
BUY
$70.31 - $80.24 $328,347 - $374,720
4,670 Added 5.95%
83,214 $5.96 Million
Q1 2022

May 13, 2022
BUY
$75.14 - $81.94 $1.5 Million - $1.63 Million
19,911 Added 33.96%
78,544 $6.2 Million
Q4 2021

Feb 14, 2022
SELL
$74.93 - $80.86 $111,720 - $120,562
-1,491 Reduced 2.48%
58,633 $4.74 Million
Q3 2021

Nov 12, 2021
BUY
$74.23 - $78.13 $13,435 - $14,141
181 Added 0.3%
60,124 $4.46 Million
Q2 2021

Aug 12, 2021
BUY
$73.32 - $77.65 $472,180 - $500,066
6,440 Added 12.04%
59,943 $4.53 Million
Q1 2021

May 13, 2021
SELL
$63.23 - $73.67 $144,290 - $168,114
-2,282 Reduced 4.09%
53,503 $3.9 Million
Q4 2020

Feb 19, 2021
SELL
$54.8 - $65.16 $274,712 - $326,647
-5,013 Reduced 8.25%
55,785 $3.58 Million
Q3 2020

Nov 16, 2020
SELL
$50.37 - $58.54 $1.2 Million - $1.39 Million
-23,776 Reduced 28.11%
60,798 $3.36 Million
Q2 2020

Aug 14, 2020
SELL
$43.56 - $56.5 $442,003 - $573,305
-10,147 Reduced 10.71%
84,574 $4.38 Million
Q1 2020

Apr 27, 2020
SELL
$39.5 - $59.28 $3.55 Million - $5.33 Million
-89,928 Reduced 48.7%
94,721 $4.26 Million
Q4 2019

Feb 18, 2020
BUY
$52.87 - $58.15 $48,481 - $53,323
917 Added 0.5%
184,649 $10.7 Million
Q3 2019

Nov 15, 2019
BUY
$54.39 - $55.76 $44,871 - $46,002
825 Added 0.45%
183,732 $10.1 Million
Q2 2019

Aug 14, 2019
SELL
N/A
-689 Reduced 0.38%
182,907 $9.71 Million
Q1 2019

May 16, 2019
BUY
N/A
84,107 Added 84.54%
183,596 $9.6 Million
Q4 2018

Feb 12, 2019
SELL
N/A
-2,123 Reduced 2.09%
99,489 $4.67 Million
Q3 2018

Nov 07, 2018
SELL
N/A
-2,340 Reduced 2.25%
101,612 $0
Q2 2018

Aug 10, 2018
SELL
N/A
-64,229 Reduced 38.19%
103,952 $5.12 Million
Q1 2018

May 09, 2018
SELL
N/A
-10,092 Reduced 5.66%
168,181 $8.25 Million
Q4 2017

Feb 22, 2018
BUY
N/A
5,624 Added 3.26%
178,273 $9.12 Million
Q3 2017

Nov 13, 2017
BUY
N/A
172,649
172,649 $8.08 Million

Others Institutions Holding SCHD

# of Institutions
2,058
Shares Held
873M
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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