QPWM
SCHA icon

Quadrant Private Wealth Management’s Schwab U.S Small- Cap ETF SCHA Stock Holding History

Quadrant Private Wealth Management’s Portfolio SCHA Stock Details SCHA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-7,553
Closed -$211K – 282
2025
Q3 		$211K Buy
+7,553
New +$202K 0.04% 241

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SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
RWM
RMG Wealth Management Platteville, Wisconsin $969M AUM 18.56% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
AA
Advisory Alpha Holland, Michigan $4.08B AUM 20.62% 1-Year Est. Return

Quadrant Private Wealth Management's SCHA Position: Q4 2025 in Review

Quadrant Private Wealth Management sold out of Schwab U.S Small- Cap ETF (SCHA) in Q4 2025, closing a stake of 7,553 shares — an estimated $211K sold.

Quadrant Private Wealth Management first reported a position in SCHA in Q3 2025 and held it in 1 quarter. The position peaked at $211K in Q3 2025. 1,244 funds tracked by Wall St. Rank hold SCHA as of Q4 2025.

  • Quadrant Private Wealth Management reported no remaining Schwab U.S Small- Cap ETF position as of Q4 2025 after selling out during the quarter.
  • Quadrant Private Wealth Management sold 7,553 Schwab U.S Small- Cap ETF shares in Q4 2025, an estimated $211K.
  • Quadrant Private Wealth Management first reported a position in Schwab U.S Small- Cap ETF in Q3 2025 and held it in 1 quarter.
  • Quadrant Private Wealth Management's Schwab U.S Small- Cap ETF position peaked at $211K in Q3 2025.
  • 1,244 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q4 2025.

Based on Quadrant Private Wealth Management's 13F filing for Q4 2025, filed 26 Jan 2026.