Simon Quick Advisors, LLC Schwab Us Aggregate Bond ETF Transaction History

Simon Quick Advisors, LLC

  • $1.65 Billion
  • Q4 2024

Shares

15 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2023

Oct 24, 2023
BUY
$44.14 - $46.33 $327,342 - $343,583
7,416 New
7,416 $328,000
Q1 2021

May 06, 2021
SELL
$53.75 - $55.97 $6,718 - $6,996
-125 Closed
0 $0
Q4 2020

Jan 27, 2021
BUY
$55.56 - $56.23 $6,945 - $7,028
125 New
125 $7,000
Q1 2020

Apr 09, 2020
SELL
$50.33 - $56.09 $154,412 - $172,084
-3,068 Closed
0 $0
Q4 2019

Jan 06, 2020
BUY
$53.21 - $54.14 $6,331 - $6,442
119 Added 4.04%
3,068 $164,000
Q3 2019

Oct 16, 2019
BUY
$53.15 - $53.86 $7,387 - $7,486
139 Added 4.95%
2,949 $159,000
Q2 2019

Aug 05, 2019
BUY
N/A
47 Added 1.7%
2,810 $0
Q1 2019

Apr 16, 2019
SELL
N/A
-221 Reduced 7.41%
2,763 $143,000
Q4 2018

Jan 29, 2019
BUY
N/A
1,780 Added 147.84%
2,984 $151,000
Q3 2018

Oct 29, 2018
BUY
N/A
135 Added 12.63%
1,204 $60,000
Q2 2018

Aug 10, 2018
BUY
N/A
43 Added 4.19%
1,069 $54,000
Q1 2018

May 07, 2018
BUY
N/A
5 Added 0.49%
1,026 $52,000
Q4 2017

Feb 13, 2018
BUY
N/A
160 Added 18.58%
1,021 $53,000
Q3 2017

Nov 06, 2017
BUY
N/A
204 Added 31.05%
861 $45,000
Q2 2017

Aug 11, 2017
BUY
N/A
657
657 $34,000

Others Institutions Holding SCHZ

# of Institutions
673
Shares Held
161M
Call Options Held
100
Put Options Held
0
View Full List

About SCHWAB US AGGREGATE BOND ETF

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