Quadrant Private Wealth Management »

Schwab U S Large Cap Growth ETF shares owned by Quadrant Private Wealth Management

Quarter-by-quarter ownership of Schwab U S Large Cap Growth ETF (SCHG) shares owned by Quadrant Private Wealth Management from 13F filings

Historical chart of Quadrant Private Wealth Management investment in Schwab U S Large Cap Growth ETF

Tip: Access up to 7 years of quarterly data

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

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Schwab U S Large Cap Growth ETF by Quadrant Private Wealth Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $839k 8.1k 104.18
2024-06-30 $705k 7.0k 100.95

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 Large Cap Growth ETF

Financial Engines Advisors L.L.C
Envestnet Asset Management
Mather Group
Sei Investments
Moneta Group Investment Advisors
Honkamp Krueger Financial Services
LPL Financial
Mariner Wealth Advisors
Advisor Group Holdings
Raymond James Financial Services Advisors
Fund Evaluation Group
Morgan Stanley
Resources Investment Advisors
Northwestern Mutual Wealth Management Company
McAdam

View all funds holding Schwab U S Large Cap Growth ETF