Quadrant Private Wealth Management, LLC Schwab Strategic Tr Us Broad M Transaction History
Quadrant Private Wealth Management, LLC
- $399 Million
- Q4 2024
A detailed history of Quadrant Private Wealth Management, LLC transactions in Schwab Strategic Tr Us Broad M stock. As of the latest transaction made, Quadrant Private Wealth Management, LLC holds 38,667 shares of SCHB stock, worth $907,901. This represents 0.22% of its overall portfolio holdings.
Number of Shares
38,667
Previous 12,958
198.4%
Holding current value
$907,901
Previous $861,000
1.86%
% of portfolio
0.22%
Previous 0.22%
Shares
3 transactions
Others Institutions Holding SCHB
# of Institutions
1,210Shares Held
315MCall Options Held
191KPut Options Held
20.7K-
Wealthfront Advisers LLC20.6MShares$484 Million4.26% of portfolio
-
Hengehold Capital Management LLC8.94MShares$210 Million19.23% of portfolio
-
Strid Group, LLC8.53MShares$200 Million30.52% of portfolio
-
Bouchey Financial Group LTD8.17MShares$192 Million16.63% of portfolio
-
Hb Wealth Management, LLC6.51MShares$153 Million1.52% of portfolio