Skip to content
Disclosery

KCM INVESTMENT ADVISORS LLC: SCHD position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of KCM INVESTMENT ADVISORS LLC on SCHD, newest first. How the timeline and the estimate are built.

KCM INVESTMENT ADVISORS LLC held 163,934 SCHD shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 163,934 shares
    Change vs previous 13F +203 shares

    0.15% of the 13F portfolio, value $5,198,351.

    13F-HR 0001941040-26-000602 filed by KCM INVESTMENT ADVISORS LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 163,731 shares
    Change vs previous 13F -6,148 shares

    0.17% of the 13F portfolio, value $5,023,274.

    13F-HR 0001941040-26-000374 filed by KCM INVESTMENT ADVISORS LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 169,879 shares
    Change vs previous 13F -17,327 shares

    0.15% of the 13F portfolio, value $4,659,795.

    13F-HR 0001941040-26-000153 filed by KCM INVESTMENT ADVISORS LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 187,206 shares
    Change vs previous 13F -2,617 shares

    0.16% of the 13F portfolio, value $5,110,722.

    13F-HR 0001941040-25-000642 filed by KCM INVESTMENT ADVISORS LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 189,823 shares
    Change vs previous 13F -4,673 shares

    0.17% of the 13F portfolio, value $5,030,322.

    13F-HR 0001941040-25-000435 filed by KCM INVESTMENT ADVISORS LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 194,496 shares
    Change vs previous 13F -6,438 shares

    0.2% of the 13F portfolio, value $5,438,097.

    13F-HR 0001941040-25-000297 filed by KCM INVESTMENT ADVISORS LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 200,934 shares
    Change vs previous 13F +131,724 shares

    0.19% of the 13F portfolio, value $5,489,504.

    13F-HR 0001941040-25-000147 filed by KCM INVESTMENT ADVISORS LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 69,210 shares
    Change vs previous 13F not available

    0.2% of the 13F portfolio, value $5,850,331.

    13F-HR 0001941040-24-000472 filed by KCM INVESTMENT ADVISORS LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).