Simon Quick Advisors, LLC Schwab Strategic Tr Us Emergin Transaction History
Simon Quick Advisors, LLC
- $1.32 Billion
- Q1 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 10,547 shares of SCHE stock, worth $285,718. This represents 0.02% of its overall portfolio holdings.
Number of Shares
10,547
Previous 10,555
0.08%
Holding current value
$285,718
Previous $261,000
1.92%
% of portfolio
0.02%
Previous 0.02%
Shares
10 transactions
Others Institutions Holding SCHE
# of Institutions
764Shares Held
234MCall Options Held
26.1KPut Options Held
0-
Charles Schwab Investment Advisory, Inc. San Francisco, CA85.3MShares$2.31 Billion2.96% of portfolio
-
Creative Planning Overland Park, KS23.3MShares$632 Million0.65% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA19.9MShares$540 Million1.13% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA12.2MShares$330 Million0.07% of portfolio
-
High Tower Advisors, LLC Chicago, IL5.83MShares$158 Million0.24% of portfolio