Simon Quick Advisors, LLC Schwab Strategic Tr Us Dividen Transaction History
Simon Quick Advisors, LLC
- $1.95 Billion
- Q2 2025
A detailed history of Simon Quick Advisors, LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Simon Quick Advisors, LLC holds 130,066 shares of SCHD stock, worth $3.46 Million. This represents 0.18% of its overall portfolio holdings.
Number of Shares
130,066
Previous 125,617
3.54%
Holding current value
$3.46 Million
Previous $3.33 Million
3.55%
% of portfolio
0.18%
Previous 0.14%
Shares
14 transactions
Others Institutions Holding SCHD
# of Institutions
2,015Shares Held
843MCall Options Held
4.51MPut Options Held
2.75M-
Lpl Financial LLC Fort Mill, SC39.2MShares$1.04 Billion0.37% of portfolio
-
Rakuten Investment Management, Inc. Tokyo, M033MShares$878 Million4.23% of portfolio
-
Wealthspire Advisors, LLC New York, NY29MShares$770 Million4.36% of portfolio
-
Bank Of America Corp Charlotte, NC28.6MShares$759 Million0.06% of portfolio
-
Avantax Advisory Services, Inc.28.4MShares$756 Million4.28% of portfolio