Simon Quick Advisors, LLC Schwab Strategic Tr Us Large C Transaction History
Simon Quick Advisors, LLC
- $1.73 Billion
- Q1 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 87,273 shares of SCHX stock, worth $1.9 Million. This represents 0.11% of its overall portfolio holdings.
Number of Shares
87,273
Previous 86,751
0.6%
Holding current value
$1.9 Million
Previous $2.01 Million
4.68%
% of portfolio
0.11%
Previous 0.12%
Shares
30 transactions
Others Institutions Holding SCHX
# of Institutions
1,480Shares Held
1.09BCall Options Held
71.4KPut Options Held
4.2K-
Us Bancorp \De\206MShares$4.49 Billion6.33% of portfolio
-
Creative Planning Overland Park, KS82.5MShares$1.79 Billion1.86% of portfolio
-
Sei Investments CO Oaks, PA35.2MShares$765 Million1.08% of portfolio
-
Hbk Sorce Advisory LLC Erie, PA33MShares$719 Million28.87% of portfolio
-
Moneta Group Investment Advisors LLC St Louis, MO26.2MShares$571 Million8.63% of portfolio