Simon Quick Advisors, LLC Schwab Strategic Tr Us Dividen 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 Dividen stock. As of the latest transaction made, Simon Quick Advisors, LLC holds 130,320 shares of SCHD stock, worth $3.56 Million. This represents 0.22% of its overall portfolio holdings.
Number of Shares
130,320
Previous 42,745
204.88%
Holding current value
$3.56 Million
Previous $3.61 Million
1.47%
% of portfolio
0.22%
Previous 0.23%
Shares
11 transactions
Others Institutions Holding SCHD
# of Institutions
1,947Shares Held
825MCall Options Held
4.82MPut Options Held
2.73M-
Bank Of America Corp Charlotte, NC49.6MShares$1.35 Billion0.12% of portfolio
-
Lpl Financial LLC Fort Mill, SC36.3MShares$991 Million0.42% of portfolio
-
Morgan Stanley New York, NY28.5MShares$777 Million0.06% of portfolio
-
Sumitomo Life Insurance CO26.8MShares$732 Million13.87% of portfolio
-
Avantax Advisory Services, Inc.26MShares$710 Million4.56% of portfolio