Quadrant Private Wealth Management, LLC Schwab Strategic Tr Us Large C Transaction History
Quadrant Private Wealth Management, LLC
- $399 Million
- Q3 2024
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 10,491 shares of SCHV stock, worth $275,178. This represents 0.21% of its overall portfolio holdings.
Number of Shares
10,491
Previous 9,869
6.3%
Holding current value
$275,178
Previous $731,000
15.32%
% of portfolio
0.21%
Previous 0.17%
Shares
2 transactions
Others Institutions Holding SCHV
# of Institutions
836Shares Held
112MCall Options Held
0Put Options Held
0-
Financial Engines Advisors L.L.C. Santa Clara, CA19.5MShares$511 Million3.21% of portfolio
-
Sei Investments CO Oaks, PA12.1MShares$318 Million1.3% of portfolio
-
Mather Group, Llc. Chicago, IL10.7MShares$282 Million11.15% of portfolio
-
Envestnet Asset Management Inc4.85MShares$127 Million0.13% of portfolio
-
Advisor Group Holdings, Inc. Phoenix, AZ4.24MShares$111 Million0.81% of portfolio