Quadrant Private Wealth Management, LLC Schwab Strategic Tr Us Large C 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 Large C stock. As of the latest transaction made, Quadrant Private Wealth Management, LLC holds 33,665 shares of SCHV stock, worth $844,318. This represents 0.22% of its overall portfolio holdings.
Number of Shares
33,665
Previous 10,491
220.89%
Holding current value
$844,318
Previous $843,000
4.03%
% of portfolio
0.22%
Previous 0.21%
Shares
3 transactions
Others Institutions Holding SCHV
# of Institutions
897Shares Held
328MCall Options Held
0Put Options Held
0-
Financial Engines Advisors L.L.C. Santa Clara, CA55.4MShares$1.39 Billion3.05% of portfolio
-
Sei Investments CO Oaks, PA38.9MShares$976 Million1.35% of portfolio
-
Mather Group, Llc. Chicago, IL32MShares$802 Million10.86% of portfolio
-
Envestnet Asset Management Inc15.9MShares$399 Million0.14% of portfolio
-
Advisor Group Holdings, Inc. Phoenix, AZ10.1MShares$254 Million0.66% of portfolio