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Schwab U S Broad Market ETF shares owned by Quadrant Private Wealth Management

Quarter-by-quarter ownership of Schwab U S Broad Market ETF (SCHB) shares owned by Quadrant Private Wealth Management from 13F filings

Historical chart of Quadrant Private Wealth Management investment in Schwab U S Broad Market ETF

Tip: Access up to 7 years of quarterly data

All positions including Schwab U S Broad Market ETF held by Quadrant Private Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Schwab U S Broad Market ETF by Quadrant Private Wealth Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $862k 13k 66.52
2024-06-30 $833k 13k 63.07

More positions owned by Quadrant Private Wealth Management

NVIDIA Corporation (NVDA)
Oracle Corporation (ORCL)
Meta Platforms Cl A (META)
Spdr Ser Tr Portfolio S&p500 (SPLG)
Ready Cap Corp Com reit (RC)
Alphabet Cap Stk Cl C (GOOG)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr 20 Yr Tr Bd Etf (TLT)
PNC Financial Services (PNC)
Ishares Tr S&p 500 Val Etf (IVE)
Blackstone Secd Lending Common Stock (BXSL)
Global X Fds Us Infr Dev Etf (PAVE)
Microsoft Corporation (MSFT)
Ishares Tr S&p 500 Grwt Etf (IVW)
Snowflake Cl A (SNOW)

View all positions for Quadrant Private Wealth Management

Top funds holding Schwab U S Broad Market ETF

Wealthfront Advisers
SCS Capital Management
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Evensky & Katz
Hengehold Capital Management
Strid
Bouchey Financial
HighTower Advisors
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Evergreen Advisors
Callan Capital
HT Partners
Hanson & Doremus Investment Management
Retirement Planning Group
BKD Wealth Advisors

View all funds holding Schwab U S Broad Market ETF