Simon Quick Advisors, LLC Schwab Strategic Tr Us Dividen Transaction History

Simon Quick Advisors, LLC

$2.19 Billion
Q3 2025

A detailed history of Simon Quick Advisors, LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Simon Quick Advisors, LLC holds 130,232 shares of SCHD stock, worth $3.55 Million. This represents 0.16% of its overall portfolio holdings.

Number of Shares

130,232

Previous 130,066 0.13%

Holding current value

$3.55 Million

Previous $3.45 Million 3.16%

% of portfolio

0.16%

Previous 0.18%

15 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 21, 2025	BUY	$26.38 - $27.95 $4,379 - $4,639	166 Added 0.13%	130,232 $3.56 Million
Q2 2025 Oct 08, 2025	BUY	$24.32 - $27.87 $108,199 - $123,993	4,449 Added 3.54%	130,066 $3.45 Million
Q2 2025 Aug 04, 2025	SELL	$24.32 - $27.87 $53,625 - $61,453	-2,205 Reduced 1.73%	125,617 $3.33 Million
Q1 2025 Apr 15, 2025	SELL	$27.01 - $28.54 $67,470 - $71,292	-2,498 Reduced 1.92%	127,822 $3.53 Million
Q4 2024 Jan 17, 2025	BUY	$26.93 - $84.95 $2.36 Million - $7.44 Million	87,575 Added 204.88%	130,320 $3.56 Million

Q3 2024 Oct 15, 2024	SELL	$77.02 - $85.06 $305,307 - $337,177	-3,964 Reduced 8.49%	42,745 $3.61 Million
Q2 2024 Aug 02, 2024	BUY	$75.81 - $80.15 $148,360 - $156,853	1,957 Added 4.37%	46,709 $3.63 Million
Q1 2024 Apr 19, 2024	SELL	$75.25 - $80.63 $787,115 - $843,389	-10,460 Reduced 18.95%	44,752 $3.61 Million
Q4 2023 Jan 16, 2024	BUY	$66.9 - $76.32 $63,220 - $72,122	945 Added 1.74%	55,212 $4.2 Million
Q3 2023 Oct 24, 2023	BUY	$70.63 - $75.66 $33,902 - $36,316	480 Added 0.89%	54,267 $3.84 Million
Q2 2023 Aug 01, 2023	BUY	$69.18 - $73.94 $2.49 Million - $2.66 Million	36,016 Added 202.67%	53,787 $3.91 Million
Q1 2023 May 15, 2023	BUY	$70.28 - $78.03 $1.25 Million - $1.39 Million	17,771 New	17,771 $1.3 Million
Q2 2022 Aug 08, 2022	SELL	$70.31 - $80.24 $80,223 - $91,553	-1,141 Closed	0 $0
Q2 2020 Aug 04, 2020	SELL	$43.56 - $56.5 $2,047 - $2,655	-47 Reduced 3.96%	1,141 $59,000
Q1 2020 Apr 09, 2020	BUY	$39.5 - $59.28 $46,926 - $70,424	1,188 New	1,188 $53,000

Others Institutions Holding SCHD

# of Institutions

2,058

Shares Held

869M

Call Options Held

4.95M

Put Options Held

2.61M

View Full List

About SCHWAB STRATEGIC TR US DIVIDEN

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Simon Quick Advisors, LLC Schwab Strategic Tr Us Dividen Transaction History