Simon Quick Advisors, LLC Schwab Strategic Tr Intl Small Transaction History
Simon Quick Advisors, LLC
- $1.32 Billion
- Q1 2024
A detailed history of Simon Quick Advisors, LLC transactions in Schwab Strategic Tr Intl Small stock. As of the latest transaction made, Simon Quick Advisors, LLC holds 11,642 shares of SCHC stock, worth $414,571. This represents 0.03% of its overall portfolio holdings.
Number of Shares
11,642
Previous 11,647
0.04%
Holding current value
$414,571
Previous $406,000
2.46%
% of portfolio
0.03%
Previous 0.04%
Shares
2 transactions
Others Institutions Holding SCHC
# of Institutions
405Shares Held
88.1MCall Options Held
0Put Options Held
0-
Charles Schwab Investment Advisory, Inc. San Francisco, CA39.2MShares$1.4 Billion1.93% of portfolio
-
Pnc Financial Services Group, Inc. Pittsburgh, PA4.42MShares$157 Million0.11% of portfolio
-
Savant Capital, LLC3.64MShares$130 Million1.51% of portfolio
-
Tiaa Trust, National Association Charlotte, NC2.27MShares$80.9 Million0.25% of portfolio
-
Envestnet Asset Management Inc1.82MShares$64.9 Million0.02% of portfolio