Quadrant Private Wealth Management, LLC Schwab Strategic Tr Us Broad M Transaction History
Quadrant Private Wealth Management, LLC
- $399 Million
- Q4 2024
A detailed history of Quadrant Private Wealth Management, LLC transactions in Schwab Strategic Tr Us Broad M stock. As of the latest transaction made, Quadrant Private Wealth Management, LLC holds 38,667 shares of SCHB stock, worth $783,006. This represents 0.22% of its overall portfolio holdings.
Number of Shares
38,667
Previous 12,958
198.4%
Holding current value
$783,006
Previous $861,000
1.86%
% of portfolio
0.22%
Previous 0.22%
Shares
3 transactions
Others Institutions Holding SCHB
# of Institutions
1,268Shares Held
484MCall Options Held
365KPut Options Held
32.6K-
Wealthfront Advisers LLC60.2MShares$1.22 Billion4.02% of portfolio
-
Betterment LLC New York, NY17.8MShares$360 Million0.97% of portfolio
-
Rebalance, LLC Palo Alto, CA11.9MShares$242 Million18.94% of portfolio
-
Scs Capital Management LLC Boston, MA10.2MShares$207 Million4.78% of portfolio
-
Evensky & Katz LLC9.33MShares$189 Million13.85% of portfolio