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Schwab Strategic Tr us lrg cap etf shares owned by Quadrant Private Wealth Management

Quarter-by-quarter ownership of Schwab Strategic Tr us lrg cap etf (SCHX) shares owned by Quadrant Private Wealth Management from 13F filings

Historical chart of Quadrant Private Wealth Management investment in Schwab Strategic Tr us lrg cap etf

Tip: Access up to 7 years of quarterly data

All positions including Schwab Strategic Tr us lrg cap 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 Strategic Tr us lrg cap etf by Quadrant Private Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $282k 11k 26.34
2025-06-30 $262k 11k 24.44

More positions owned by Quadrant Private Wealth Management

NVIDIA Corporation (NVDA)
Meta Platforms Cl A (META)
Snowflake Com Shs (SNOW)
Spdr Series Trust Portfolio S&p500 (SPLG)
Alphabet Cap Stk Cl C (GOOG)
Ishares Tr 20 Yr Tr Bd Etf (TLT)
Microsoft Corporation (MSFT)
Blackrock Etf Trust Ishares Us Equit (DYNF)
Broadcom (AVGO)
Netflix (NFLX)
Ishares Tr S&p 500 Val Etf (IVE)
Ishares Tr S&p 500 Grwt Etf (IVW)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Ishares Tr S&p 100 Etf (OEF)

View all positions for Quadrant Private Wealth Management

Top funds holding Schwab Strategic Tr us lrg cap etf

Us Bancorp
Creative Planning
Moneta Group Investment Advisors
HBK Sorce Advisory
Sei Investments
Northwestern Mutual Wealth Management Company
Sage Financial
Wealth Enhancement Advisory Services
HPM Partners
Captrust Financial Advisors
Betterment
Diversified Enterprises
HighTower Advisors
Henderson Group
Mercer Global Advisors

View all funds holding Schwab Strategic Tr us lrg cap etf