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 33,744 shares of SCHV stock, worth $944,494. This represents 0.2% of its overall portfolio holdings.

Number of Shares
33,744
Previous 32,506 3.81%
Holding current value
$944,494
Previous $864,000 7.99%
% of portfolio
0.2%
Previous 0.22%

Shares

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

Aug 06, 2025
BUY
$23.55 - $27.67 $29,154 - $34,255
1,238 Added 3.81%
33,744 $933,000
Q1 2025

May 06, 2025
SELL
$25.77 - $27.6 $29,867 - $31,988
-1,159 Reduced 3.44%
32,506 $864,000
Q4 2024

Jan 30, 2025
BUY
$25.79 - $80.4 $597,657 - $1.86 Million
23,174 Added 220.89%
33,665 $877,000
Q3 2024

Nov 12, 2024
BUY
$73.43 - $80.37 $45,673 - $49,990
622 Added 6.3%
10,491 $843,000
Q2 2024

Aug 13, 2024
BUY
$71.74 - $75.86 $708,002 - $748,662
9,869 New
9,869 $731,000

Others Institutions Holding SCHV

# of Institutions
957
Shares Held
336M
Call Options Held
0
Put Options Held
0
View Full List

About SCHWAB STRATEGIC TR US LARGE-C

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