Simon Quick Advisors, LLC Schwab Strategic Tr Us Small C Transaction History
Simon Quick Advisors, LLC
- $1.65 Billion
- Q4 2024
A detailed history of Simon Quick Advisors, LLC transactions in Schwab Strategic Tr Us Small C stock. As of the latest transaction made, Simon Quick Advisors, LLC holds 8,300 shares of SCHA stock, worth $201,026. This represents 0.01% of its overall portfolio holdings.
Number of Shares
8,300
Previous 4,134
100.77%
Holding current value
$201,026
Previous $212,000
0.94%
% of portfolio
0.01%
Previous 0.01%
Shares
28 transactions
Others Institutions Holding SCHA
# of Institutions
1,250Shares Held
272MCall Options Held
66.4KPut Options Held
2.7K-
Bank Of America Corp Charlotte, NC46.3MShares$1.12 Billion0.1% of portfolio
-
Empower Advisory Group, LLC Greenwood Village, CO25.3MShares$614 Million2.22% of portfolio
-
Sei Investments CO Oaks, PA13.8MShares$333 Million0.47% of portfolio
-
Personal Capital Advisors Corp10.5MShares$255 Million2.07% of portfolio
-
Envestnet Asset Management Inc6.31MShares$153 Million0.05% of portfolio