Quadrant Private Wealth Management, LLC Schwab Strategic Tr Us Broad M Transaction History

Quadrant Private Wealth Management, LLC

  • $468 Million
  • Q2 2025

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 10,382 shares of SCHB stock, worth $268,270. This represents 0.05% of its overall portfolio holdings.

Number of Shares
10,382
Previous 10,354 0.27%
Holding current value
$268,270
Previous $222,000 11.26%
% of portfolio
0.05%
Previous 0.06%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 06, 2025
BUY
$19.1 - $23.83 $534 - $667
28 Added 0.27%
10,382 $247,000
Q1 2025

May 06, 2025
SELL
$21.23 - $23.75 $601,084 - $672,433
-28,313 Reduced 73.22%
10,354 $222,000
Q4 2024

Jan 30, 2025
BUY
$22.01 - $66.82 $565,855 - $1.72 Million
25,709 Added 198.4%
38,667 $877,000
Q3 2024

Nov 12, 2024
SELL
$59.93 - $66.52 $15,222 - $16,896
-254 Reduced 1.92%
12,958 $861,000
Q2 2024

Aug 13, 2024
BUY
$57.57 - $63.3 $760,614 - $836,319
13,212 New
13,212 $830,000

Others Institutions Holding SCHB

# of Institutions
1,349
Shares Held
569M
Call Options Held
500K
Put Options Held
12.1K
View Full List

About SCHWAB STRATEGIC TR US BROAD M

SCHB Quotes by TradingView
  • Ticker SCHB
  • Sector ETFs
  • Industry ETFs
More about SCHB
Track This Portfolio

Track Quadrant Private Wealth Management, LLC Portfolio

Follow Quadrant Private Wealth Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Quadrant Private Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Quadrant Private Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email