Quadrant Private Wealth Management’s Schwab US Broad Market ETF SCHB Stock Holding History

Quadrant Private Wealth Management’s Portfolio SCHB Stock Details SCHB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	–	Sell	-10,354	Closed	-$260K	–	271
2026 Q1	$260K	Sell	10,354 -28	-0.3%	-$735	0.04%	246
2025 Q4	$272K	Hold	10,382	–	–	0.04%	229
2025 Q3	$267K	Hold	10,382	–	–	0.05%	219
2025 Q2	$247K	Buy	10,382 +28	+0.3%	+$617	0.05%	218
2025 Q1	$223K	Sell	10,354 -28,313	-73%	-$644K	0.06%	211
2024 Q4	$878K	Sell	38,667 -207	-0.5%	-$4.73K	0.22%	95
2024 Q3	$862K	Sell	38,874 -762	-2%	-$16.3K	0.21%	99
2024 Q2	$833K	Buy	+39,636	New	+$803K	0.19%	103

Other funds holding SCHB

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Rebalance Palo Alto, California $1.91B AUM 16.23% 1-Year Est. Return

SCM

SCS Capital Management Boston, Massachusetts $10.6B AUM 19.73% 1-Year Est. Return

UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

Strid Group Newtown Square, Pennsylvania $901M AUM 21.04% 1-Year Est. Return

Evensky & Katz Coral Gables, Florida $1.94B AUM 22.01% 1-Year Est. Return

HCM

Hengehold Capital Management Cincinnati, Ohio $1.29B AUM 17.41% 1-Year Est. Return

Quadrant Private Wealth Management's SCHB Position: Q2 2026 in Review

Quadrant Private Wealth Management sold out of Schwab US Broad Market ETF (SCHB) in Q2 2026, closing a stake of 10,354 shares — an estimated $260K sold.

Quadrant Private Wealth Management first reported a position in SCHB in Q2 2024 and held it in 8 quarters. The position peaked at $878K in Q4 2024. 1,391 funds tracked by Wall St. Rank hold SCHB as of Q2 2026.

Quadrant Private Wealth Management reported no remaining Schwab US Broad Market ETF position as of Q2 2026 after selling out during the quarter.
Quadrant Private Wealth Management sold 10,354 Schwab US Broad Market ETF shares in Q2 2026, an estimated $260K.
Quadrant Private Wealth Management first reported a position in Schwab US Broad Market ETF in Q2 2024 and held it in 8 quarters.
Quadrant Private Wealth Management's Schwab US Broad Market ETF position peaked at $878K in Q4 2024.
1,391 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q2 2026.

Based on Quadrant Private Wealth Management's 13F filing for Q2 2026, filed 30 Jul 2026.