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Schwab Strategic Tr cmn shares owned by Quadrant Private Wealth Management

Quarter-by-quarter ownership of Schwab Strategic Tr cmn (SCHV) shares owned by Quadrant Private Wealth Management from 13F filings

Historical chart of Quadrant Private Wealth Management investment in Schwab Strategic Tr cmn

Tip: Access up to 7 years of quarterly data

All positions including Schwab Strategic Tr cmn 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 Strategic Tr cmn by Quadrant Private Wealth Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $843k 11k 80.37
2024-06-30 $735k 9.9k 74.52

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 Strategic Tr cmn

Mather Group
Financial Engines Advisors L.L.C
Sei Investments
Envestnet Asset Management
Advisor Group Holdings
Gemmer Asset Management
Moneta Group Investment Advisors
Honkamp Krueger Financial Services
Mokosak Advisory Group
Financial Advisors
Mariner Wealth Advisors
Wealth Enhancement Advisory Services
Krilogy Financial
CX Institutional
Brady Martz Wealth Solutions

View all funds holding Schwab Strategic Tr cmn