Quadrant Private Wealth Management, LLC Schwab Strategic Tr Us Dividen Transaction History
Quadrant Private Wealth Management, LLC
- $391 Million
- Q1 2025
A detailed history of Quadrant Private Wealth Management, LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Quadrant Private Wealth Management, LLC holds 7,872 shares of SCHD stock, worth $203,255. This represents 0.06% of its overall portfolio holdings.
Number of Shares
7,872
Previous 7,714
2.05%
Holding current value
$203,255
Previous $210,000
4.76%
% of portfolio
0.06%
Previous 0.05%
Shares
3 transactions
Others Institutions Holding SCHD
# of Institutions
1,975Shares Held
839MCall Options Held
4.82MPut Options Held
2.73M-
Bank Of America Corp Charlotte, NC49.6MShares$1.28 Billion0.12% of portfolio
-
Lpl Financial LLC Fort Mill, SC36.3MShares$938 Million0.42% of portfolio
-
Morgan Stanley New York, NY28.5MShares$735 Million0.06% of portfolio
-
Avantax Advisory Services, Inc.27.6MShares$714 Million4.82% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL21.7MShares$560 Million0.22% of portfolio