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Livermore
Livermore
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Quadrant Private Wealth Management, LLC

SEC CIK
0001727454
Latest filing
Jul 30, 2026

SCHW holding history

Schwab Charles Corp in every 13F filed by Quadrant Private Wealth Management, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

SCHW overviewAll 13F holders of SCHWFull Q2 2026 holdings

Shares (Q2 2026)
0
Sold out in Q2 2026
Value
$0
% of portfolio
0.0%
Quarters held
20
Since Q1 2021
Holdings of SCHW by Quadrant Private Wealth Management, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20260$00.0%−47,558−100.0%Sold outHolders
Q1 202647,558$4.47M0.7%+41,468+680.9%AddedHolders
Q4 20256,090$608.4K0.1%+765+14.4%AddedHolders
Q3 20255,325$508.3K0.1%+117+2.2%AddedHolders
Q2 20255,208$475.1K0.1%−14−0.3%ReducedHolders
Q1 20255,222$408.7K0.1%−374−6.7%ReducedHolders
Q4 20245,596$414.2K0.1%−102−1.8%ReducedHolders
Q3 20245,698$369.3K0.1%+7+0.1%AddedHolders
Q2 20245,691$419.4K0.1%+205+3.7%AddedHolders
Q1 20245,486$396.9K0.1%−893−14.0%ReducedHolders
Q4 20236,379$438.9K0.1%00.0%UnchangedHolders
Q3 20236,379$350.2K0.1%00.0%UnchangedHolders
Q2 20236,379$361.5K0.1%+76+1.2%AddedHolders
Q1 20236,303$330.2K0.1%−44−0.7%ReducedHolders
Q4 20226,347$528.5K0.2%–No prior filingHolders
Q3 2022––––Not filedHolders
Q2 20225,565$352.0K0.1%−101−1.8%ReducedHolders
Q1 20225,666$478.0K0.2%−677−10.7%ReducedHolders
Q4 20216,343$533.0K0.2%+884+16.2%AddedHolders
Q3 20215,459$398.0K0.2%−35−0.6%ReducedHolders
Q2 20215,494$400.0K0.2%−31−0.6%ReducedHolders
Q1 20215,525$360.0K0.2%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.