Simon Quick Advisors, LLC Schwab Strategic Tr Us Large C Transaction History

Simon Quick Advisors, LLC

  • $1.41 Billion
  • Q2 2024

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 8,222 shares of SCHV stock, worth $659,568. This represents 0.04% of its overall portfolio holdings.

Number of Shares
8,222
Previous 8,222 -0.0%
Holding current value
$659,568
Previous $624,000 2.4%
% of portfolio
0.04%
Previous 0.05%

Shares

14 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

Apr 19, 2024
BUY
$68.82 - $75.98 $18,168 - $20,058
264 Added 3.32%
8,222 $624,000
Q4 2023

Jan 16, 2024
BUY
$61.16 - $70.24 $3,424 - $3,933
56 Added 0.71%
7,958 $557,000
Q3 2023

Oct 24, 2023
BUY
$64.45 - $69.39 $3,286 - $3,538
51 Added 0.65%
7,902 $509,000
Q2 2023

Aug 01, 2023
BUY
$63.33 - $67.21 $3,039 - $3,226
48 Added 0.62%
7,851 $526,000
Q1 2023

May 15, 2023
BUY
$62.59 - $69.3 $144,019 - $159,459
2,301 Added 41.82%
7,803 $511,000
Q4 2022

Jan 30, 2023
BUY
$59.13 - $69.24 $2,246 - $2,631
38 Added 0.7%
5,502 $363,000
Q3 2022

Nov 07, 2022
BUY
$58.51 - $69.02 $319,698 - $377,125
5,464 New
5,464 $320,000
Q3 2020

Oct 26, 2020
SELL
$49.44 - $54.86 $5,191 - $5,760
-105 Closed
0 $0
Q2 2020

Aug 04, 2020
BUY
$42.21 - $55.29 $4,432 - $5,805
105 New
105 $5,000
Q1 2020

Apr 09, 2020
SELL
$38.4 - $61.03 $247,411 - $393,216
-6,443 Closed
0 $0
Q4 2019

Jan 06, 2020
BUY
$54.73 - $60.25 $4,980 - $5,482
91 Added 1.43%
6,443 $387,000
Q3 2019

Oct 16, 2019
BUY
$56.56 - $57.5 $136,648 - $138,920
2,416 Added 61.38%
6,352 $360,000
Q2 2019

Aug 05, 2019
BUY
N/A
380 Added 10.69%
3,936 $0
Q1 2019

Apr 16, 2019
BUY
N/A
3,556 New
3,556 $195,000

Others Institutions Holding SCHV

# of Institutions
804
Shares Held
105M
Call Options Held
3.2K
Put Options Held
0
View Full List

About SCHWAB STRATEGIC TR US LARGE-C

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