Quadrant Capital Management’s Schwab US Large- Cap ETF SCHX Stock Holding History

Quadrant Capital Management’s Portfolio SCHX Stock Details SCHX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q4	$291K	Buy	22,740 +60	+0.3%	+$735	0.13%	80
2019 Q3	$268K	Buy	22,680 +1,200	+6%	+$14.1K	0.13%	81
2019 Q2	$251K	Buy	21,480 +60	+0.3%	+$689	0.13%	80
2019 Q1	$241K	Buy	+21,420	New	+$232K	0.13%	80
2018 Q4	–	Sell	-19,020	Closed	-$221K	–	83
2018 Q3	$221K	Hold	19,020	–	–	0.14%	70
2018 Q2	$206K	Buy	+19,020	New	+$205K	0.15%	66

Other funds holding SCHX

CSIA

Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

SFG

Sage Financial Group W. Conshohocken, Pennsylvania $1.54B AUM 16.9% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

QS Investors New York $8.47B AUM 30.71% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

HSA

HBK Sorce Advisory Erie, Pennsylvania $5.05B AUM 16.64% 1-Year Est. Return

Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

CWM

Campbell Wealth Management Alexandria, Virginia $1.11B AUM 14.16% 1-Year Est. Return

Quadrant Capital Management's SCHX Position: Q4 2019 in Review

Quadrant Capital Management increased its Schwab US Large- Cap ETF (SCHX) stake by 0.26% in Q4 2019, buying an estimated $735 and bringing the position to 22,740 shares worth $291K. The position accounts for 0.13% of the portfolio, ranked #80.

Quadrant Capital Management first reported a position in SCHX in Q2 2018 and has held it in 6 quarters since. 728 funds tracked by Wall St. Rank hold SCHX as of Q4 2019.

Quadrant Capital Management held 22,740 shares of Schwab US Large- Cap ETF worth $291K as of Q4 2019.
Quadrant Capital Management bought 60 Schwab US Large- Cap ETF shares in Q4 2019, an estimated $735.
Schwab US Large- Cap ETF made up 0.13% of Quadrant Capital Management's portfolio in Q4 2019, its #80 holding.
Quadrant Capital Management first reported a position in Schwab US Large- Cap ETF in Q2 2018 and has held it in 6 quarters since.
728 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q4 2019.

Based on Quadrant Capital Management's 13F filing for Q4 2019, filed 29 Jan 2020.