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 $251,659. This represents 0.05% of its overall portfolio holdings.

Number of Shares
10,382
Previous 10,354 0.27%
Holding current value
$251,659
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
1,337
Shares Held
494M
Call Options Held
350K
Put Options Held
28.3K
View Full List

About SCHWAB STRATEGIC TR US BROAD M

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