Quadrant Private Wealth Management, LLC Schwab Strategic Tr Us Large C 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 Large C stock. As of the latest transaction made, Quadrant Private Wealth Management, LLC holds 34,410 shares of SCHG stock, worth $1.1 Million. This represents 0.21% of its overall portfolio holdings.

Number of Shares
34,410
Previous 35,051 1.83%
Holding current value
$1.1 Million
Previous $877,000 14.6%
% of portfolio
0.21%
Previous 0.22%

Shares

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

Aug 06, 2025
SELL
$22.27 - $29.21 $14,275 - $18,723
-641 Reduced 1.83%
34,410 $1.01 Million
Q1 2025

May 06, 2025
SELL
$24.91 - $29.02 $24,063 - $28,033
-966 Reduced 2.68%
35,051 $877,000
Q4 2024

Jan 30, 2025
BUY
$25.93 - $105.3 $725,132 - $2.94 Million
27,965 Added 347.31%
36,017 $1 Million
Q3 2024

Nov 12, 2024
BUY
$92.63 - $105.69 $98,558 - $112,454
1,064 Added 15.23%
8,052 $838,000
Q2 2024

Aug 13, 2024
BUY
$87.04 - $101.61 $608,235 - $710,050
6,988 New
6,988 $704,000

Others Institutions Holding SCHG

# of Institutions
1,604
Shares Held
816M
Call Options Held
606K
Put Options Held
163K
View Full List

About SCHWAB STRATEGIC TR US LARGE-C

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