Quadrant Private Wealth Management, LLC Schwab Strategic Tr Us Dividen 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 Dividen stock. As of the latest transaction made, Quadrant Private Wealth Management, LLC holds 7,934 shares of SCHD stock, worth $217,470. This represents 0.04% of its overall portfolio holdings.
Number of Shares
7,934
Previous 7,872
0.79%
Holding current value
$217,470
Previous $220,000
4.55%
% of portfolio
0.04%
Previous 0.06%
Shares
4 transactions
Others Institutions Holding SCHD
# of Institutions
2,013Shares Held
891MCall Options Held
4.51MPut Options Held
2.75M-
Lpl Financial LLC Fort Mill, SC39.2MShares$1.07 Billion0.37% of portfolio
-
Kingstone Capital Partners Texas, LLC Frisco, TX38.9MShares$1.07 Billion0.43% of portfolio
-
Rakuten Investment Management, Inc. Tokyo, M033MShares$905 Million4.23% of portfolio
-
Wealthspire Advisors, LLC New York, NY29MShares$794 Million4.36% of portfolio
-
Bank Of America Corp Charlotte, NC28.6MShares$783 Million0.06% of portfolio