SIMON QUICK ADVISORS, LLC's ownership history for SCHD


SIMON QUICK ADVISORS, LLC currently holds 130.2K shares with a market value of $4.0M. It started holding SCHD on 2024-09-30. At its peak, it held 130.3K shares on 2024-12-31. Its highest holding value was $4.0M on 2026-03-31. At its lowest, it held 42.7K shares on 2024-09-30, with a value of $3.3M on 2025-06-30. In the recent 180 days, SIMON QUICK ADVISORS, LLC has decreased its shares by 72. In the recent year, SIMON QUICK ADVISORS, LLC has increased its shares by 2.3K.


SIMON QUICK ADVISORS, LLC's ownership history for SCHD