Simon Quick Advisors, LLC Schwab Short Term Us Treasury Transaction History

Simon Quick Advisors, LLC

  • $1.57 Billion
  • Q3 2024

Shares

14 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2021

May 06, 2021
SELL
$51.27 - $51.41 $1,486 - $1,490
-29 Closed
0 $0
Q4 2020

Jan 27, 2021
BUY
$51.37 - $51.48 $1,489 - $1,492
29 New
29 $2,000
Q1 2020

Apr 09, 2020
SELL
$50.48 - $51.73 $225,039 - $230,612
-4,458 Closed
0 $0
Q4 2019

Jan 06, 2020
BUY
$50.38 - $50.71 $5,692 - $5,730
113 Added 2.6%
4,458 $225,000
Q3 2019

Oct 16, 2019
BUY
$50.39 - $50.59 $4,837 - $4,856
96 Added 2.26%
4,345 $220,000
Q2 2019

Aug 05, 2019
BUY
N/A
26 Added 0.62%
4,249 $0
Q1 2019

Apr 16, 2019
BUY
N/A
3,364 Added 391.62%
4,223 $212,000
Q4 2018

Jan 29, 2019
BUY
N/A
503 Added 141.29%
859 $43,000
Q3 2018

Oct 29, 2018
BUY
N/A
37 Added 11.6%
356 $18,000
Q2 2018

Aug 10, 2018
BUY
N/A
12 Added 3.91%
319 $15,000
Q1 2018

May 07, 2018
BUY
N/A
1 Added 0.33%
307 $15,000
Q4 2017

Feb 13, 2018
BUY
N/A
48 Added 18.6%
306 $15,000
Q3 2017

Nov 06, 2017
BUY
N/A
63 Added 32.31%
258 $13,000
Q2 2017

Aug 11, 2017
BUY
N/A
195
195 $10,000

Others Institutions Holding SCHO

# of Institutions
623
Shares Held
184M
Call Options Held
74.3K
Put Options Held
30.8K
View Full List

About SCHWAB SHORT-TERM US TREASURY

SCHO Quotes by TradingView
  • Ticker SCHO
  • Sector ETFs
  • Industry ETFs
More about SCHO
Track This Portfolio

Track Simon Quick Advisors, LLC Portfolio

Follow Simon Quick Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Simon Quick Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Simon Quick Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email