Quadrant Private Wealth Management’s Schwab US Dividend Equity ETF SCHD Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$286K	Buy	+8,801	New	+$297K	0.04%	244
2026 Q2	–	Sell	-8,750	Closed	-$268K	–	272
2026 Q1	$268K	Buy	8,750 +70	+0.8%	+$2.12K	0.04%	239
2025 Q4	$238K	Buy	8,680 +692	+9%	+$18.8K	0.04%	244
2025 Q3	$218K	Buy	7,988 +54	+0.7%	+$1.47K	0.04%	238
2025 Q2	$210K	Buy	7,934 +62	+0.8%	+$1.62K	0.04%	238
2025 Q1	$220K	Buy	7,872 +158	+2%	+$4.4K	0.05%	212
2024 Q4	$211K	Buy	+7,714	New	+$219K	0.05%	229
2024 Q3	–	Sell	-9,003	Closed	-$236K	–	268
2024 Q2	$236K	Buy	+9,003	New	+$234K	0.05%	214

Other funds holding SCHD

Rakuten Investment Management Tokyo, Japan $40.7B AUM 21.08% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Cassaday & Co Wealth Management Mclean, Virginia $5.65B AUM 14.23% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

Keystone Financial Planning Cleveland, Ohio $404M AUM 16.77% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Avantax Planning Partners Dubuque, Iowa $3.96B AUM 12.96% 1-Year Est. Return

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

KeyBank National Association Cleveland, Ohio $30.6B AUM 20.91% 1-Year Est. Return

Quadrant Private Wealth Management's SCHD Position: Q3 2026 in Review

Quadrant Private Wealth Management opened a new position in Schwab US Dividend Equity ETF (SCHD) in Q3 2026: 8,801 shares worth $286K. The stake represents 0.04% of the portfolio and ranks #244 among its holdings. This is a return to the name: Quadrant Private Wealth Management previously reported a position in SCHD as recently as Q1 2026.

Quadrant Private Wealth Management first reported a position in SCHD in Q2 2024 and has held it in 8 quarters since. 1,445 funds tracked by Wall St. Rank hold SCHD as of Q3 2026.

Quadrant Private Wealth Management held 8,801 shares of Schwab US Dividend Equity ETF worth $286K as of Q3 2026.
Schwab US Dividend Equity ETF was a new Quadrant Private Wealth Management position in Q3 2026.
Schwab US Dividend Equity ETF made up 0.04% of Quadrant Private Wealth Management's portfolio in Q3 2026, its #244 holding.
Quadrant Private Wealth Management first reported a position in Schwab US Dividend Equity ETF in Q2 2024 and has held it in 8 quarters since.
1,445 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q3 2026.

Based on Quadrant Private Wealth Management's 13F filing for Q3 2026, filed 4 Nov 2026.