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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
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
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
R
Rebalance Palo Alto, California $1.91B AUM 16.23% 1-Year Est. Return
SCM
SCS Capital Management Boston, Massachusetts $9.44B AUM 18.1% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
SG
Strid Group Newtown Square, Pennsylvania $807M AUM 18.59% 1-Year Est. Return
EK
Evensky & Katz Coral Gables, Florida $1.76B AUM 18.21% 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: Q1 2026 in Review

Quadrant Private Wealth Management reduced its Schwab US Broad Market ETF (SCHB) stake by 0.27% in Q1 2026, selling an estimated $735 and leaving 10,354 shares worth $260K. The position accounts for 0.04% of the portfolio, ranked #246.

Quadrant Private Wealth Management first reported a position in SCHB in Q2 2024 and has held it in 8 quarters since. The position peaked at $878K in Q4 2024. 1,307 funds tracked by Wall St. Rank hold SCHB as of Q1 2026.

  • Quadrant Private Wealth Management held 10,354 shares of Schwab US Broad Market ETF worth $260K as of Q1 2026.
  • Quadrant Private Wealth Management sold 28 Schwab US Broad Market ETF shares in Q1 2026, an estimated $735.
  • Schwab US Broad Market ETF made up 0.04% of Quadrant Private Wealth Management's portfolio in Q1 2026, its #246 holding.
  • Quadrant Private Wealth Management first reported a position in Schwab US Broad Market ETF in Q2 2024 and has held it in 8 quarters since.
  • Quadrant Private Wealth Management's Schwab US Broad Market ETF position peaked at $878K in Q4 2024.
  • 1,307 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q1 2026.

Based on Quadrant Private Wealth Management's 13F filing for Q1 2026, filed 6 May 2026.