Simon Quick Advisors, LLC Schwab Strategic Tr Us Dividen Transaction History

Simon Quick Advisors, LLC

  • $1.73 Billion
  • Q1 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 127,822 shares of SCHD stock, worth $3.49 Million. This represents 0.2% of its overall portfolio holdings.

Number of Shares
127,822
Previous 130,320 1.92%
Holding current value
$3.49 Million
Previous $3.56 Million 0.98%
% of portfolio
0.2%
Previous 0.22%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 15, 2025
SELL
$27.01 - $28.54 $67,470 - $71,292
-2,498 Reduced 1.92%
127,822 $3.53 Million
Q4 2024

Jan 17, 2025
BUY
$26.93 - $84.95 $2.36 Million - $7.44 Million
87,575 Added 204.88%
130,320 $3.56 Million
Q3 2024

Oct 15, 2024
SELL
$77.02 - $85.06 $305,307 - $337,177
-3,964 Reduced 8.49%
42,745 $3.61 Million
Q2 2024

Aug 02, 2024
BUY
$75.81 - $80.15 $148,360 - $156,853
1,957 Added 4.37%
46,709 $3.63 Million
Q1 2024

Apr 19, 2024
SELL
$75.25 - $80.63 $787,115 - $843,389
-10,460 Reduced 18.95%
44,752 $3.61 Million
Q4 2023

Jan 16, 2024
BUY
$66.9 - $76.32 $63,220 - $72,122
945 Added 1.74%
55,212 $4.2 Million
Q3 2023

Oct 24, 2023
BUY
$70.63 - $75.66 $33,902 - $36,316
480 Added 0.89%
54,267 $3.84 Million
Q2 2023

Aug 01, 2023
BUY
$69.18 - $73.94 $2.49 Million - $2.66 Million
36,016 Added 202.67%
53,787 $3.91 Million
Q1 2023

May 15, 2023
BUY
$70.28 - $78.03 $1.25 Million - $1.39 Million
17,771 New
17,771 $1.3 Million
Q2 2022

Aug 08, 2022
SELL
$70.31 - $80.24 $80,223 - $91,553
-1,141 Closed
0 $0
Q2 2020

Aug 04, 2020
SELL
$43.56 - $56.5 $2,047 - $2,655
-47 Reduced 3.96%
1,141 $59,000
Q1 2020

Apr 09, 2020
BUY
$39.5 - $59.28 $46,926 - $70,424
1,188 New
1,188 $53,000

Others Institutions Holding SCHD

# of Institutions
2,005
Shares Held
919M
Call Options Held
4.89M
Put Options Held
2.23M
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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