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

Simon Quick Advisors, LLC

  • $1.57 Billion
  • Q3 2024

A detailed history of Simon Quick Advisors, LLC transactions in Schwab Strategic Tr Us Emergin stock. As of the latest transaction made, Simon Quick Advisors, LLC holds 8,459 shares of SCHE stock, worth $229,408. This represents 0.02% of its overall portfolio holdings.

Number of Shares
8,459
Previous 8,451 0.09%
Holding current value
$229,408
Previous $224,000 9.82%
% of portfolio
0.02%
Previous 0.02%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 15, 2024
BUY
$25.45 - $29.53 $203 - $236
8 Added 0.09%
8,459 $246,000
Q2 2024

Aug 02, 2024
SELL
$24.67 - $27.2 $51,708 - $57,011
-2,096 Reduced 19.87%
8,451 $224,000
Q1 2024

Apr 19, 2024
SELL
$23.47 - $25.45 $187 - $203
-8 Reduced 0.08%
10,547 $266,000
Q4 2023

Jan 16, 2024
BUY
$23.04 - $24.89 $6,266 - $6,770
272 Added 2.65%
10,555 $261,000
Q3 2023

Oct 24, 2023
BUY
$23.83 - $26.11 $245,043 - $268,489
10,283 New
10,283 $246,000
Q2 2020

Aug 04, 2020
SELL
$19.87 - $25.05 $298 - $375
-15 Closed
0 $0
Q1 2020

Apr 09, 2020
SELL
$18.68 - $28.22 $91,569 - $138,334
-4,902 Reduced 99.69%
15 $1,000
Q4 2019

Jan 06, 2020
BUY
$24.83 - $27.51 $6,530 - $7,235
263 Added 5.65%
4,917 $135,000
Q3 2019

Oct 16, 2019
BUY
$25.08 - $25.94 $42,084 - $43,527
1,678 Added 56.38%
4,654 $117,000
Q2 2019

Aug 05, 2019
BUY
N/A
255 Added 9.37%
2,976 $0
Q1 2019

Apr 16, 2019
BUY
N/A
2,310 Added 562.04%
2,721 $71,000
Q4 2018

Jan 29, 2019
BUY
N/A
411 New
411 $10,000

Others Institutions Holding SCHE

# of Institutions
780
Shares Held
141M
Call Options Held
28.1K
Put Options Held
200
View Full List

About SCHWAB STRATEGIC TR US EMERGIN

SCHE Quotes by TradingView
  • Ticker SCHE
  • Sector ETFs
  • Industry ETFs
More about SCHE
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