Quadrant Private Wealth Management, LLC Schwab Strategic Tr Us Large C 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 Large C stock. As of the latest transaction made, Quadrant Private Wealth Management, LLC holds 35,051 shares of SCHG stock, worth $966,005. This represents 0.22% of its overall portfolio holdings.
Number of Shares
35,051
Previous 36,017
2.68%
Holding current value
$966,005
Previous $1 Million
12.56%
% of portfolio
0.22%
Previous 0.25%
Shares
4 transactions
Others Institutions Holding SCHG
# of Institutions
1,498Shares Held
739MCall Options Held
327KPut Options Held
193K-
Envestnet Asset Management Inc48.3MShares$1.33 Billion0.4% of portfolio
-
Sei Investments CO Oaks, PA41.2MShares$1.14 Billion1.38% of portfolio
-
Mather Group, Llc. Chicago, IL40.5MShares$1.11 Billion11.8% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA38.2MShares$1.05 Billion2.06% of portfolio
-
Lpl Financial LLC Fort Mill, SC24.6MShares$678 Million0.25% of portfolio