Simon Quick Advisors, LLC Schwab Strategic Tr Us Large C 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 Large C stock. As of the latest transaction made, Simon Quick Advisors, LLC holds 54,336 shares of SCHG stock, worth $1.72 Million. This represents 0.08% of its overall portfolio holdings.
Number of Shares
54,336
Previous 54,336
-0.0%
Holding current value
$1.72 Million
Previous $1.59 Million
-0.0%
% of portfolio
0.08%
Previous 0.06%
Shares
19 transactions
Others Institutions Holding SCHG
# of Institutions
1,617Shares Held
816MCall Options Held
606KPut Options Held
163K-
Envestnet Asset Management Inc55.2MShares$1.75 Billion0.5% of portfolio
-
Sei Investments CO Oaks, PA45.7MShares$1.45 Billion1.61% of portfolio
-
Mather Group, Llc. Chicago, IL42.3MShares$1.34 Billion13.29% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA38.2MShares$1.21 Billion2.23% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA32.8MShares$1.04 Billion0.17% of portfolio