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 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

SLI

Sumitomo Life Insurance Tokyo, Japan $6.12B AUM 21.82% 1-Year Est. Return

RIM

Rakuten Investment Management Tokyo, Japan $34.6B AUM 29.24% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

WANY

Wealthspire Advisors (New York) New York $18.2B AUM 21.48% 1-Year Est. Return

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

Quadrant Private Wealth Management sold out of Schwab US Dividend Equity ETF (SCHD) in Q2 2026, closing a stake of 8,750 shares — an estimated $268K sold.

Quadrant Private Wealth Management first reported a position in SCHD in Q2 2024 and held it in 7 quarters. The position peaked at $268K in Q1 2026. 2,138 funds tracked by Wall St. Rank hold SCHD as of Q2 2026.

Quadrant Private Wealth Management reported no remaining Schwab US Dividend Equity ETF position as of Q2 2026 after selling out during the quarter.
Quadrant Private Wealth Management sold 8,750 Schwab US Dividend Equity ETF shares in Q2 2026, an estimated $268K.
Quadrant Private Wealth Management first reported a position in Schwab US Dividend Equity ETF in Q2 2024 and held it in 7 quarters.
Quadrant Private Wealth Management's Schwab US Dividend Equity ETF position peaked at $268K in Q1 2026.
2,138 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q2 2026.

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