QPWM
SCHV

Quadrant Private Wealth Management’s Schwab US Large-Cap Value ETF SCHV Stock Holding History

Quadrant Private Wealth Management’s Portfolio SCHV Stock Details SCHV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$1.1M Buy
36,014
+1,414
+4% +$44.1K 0.17% 114
2025
Q4 		$1.02M Buy
34,600
+644
+2% +$18.8K 0.17% 111
2025
Q3 		$988K Buy
33,956
+212
+0.6% +$6.02K 0.18% 109
2025
Q2 		$934K Buy
33,744
+1,238
+4% +$32.5K 0.19% 101
2025
Q1 		$864K Sell
32,506
-1,159
-3% -$31.1K 0.22% 95
2024
Q4 		$878K Buy
33,665
+2,192
+7% +$59.2K 0.22% 96
2024
Q3 		$843K Buy
31,473
+1,866
+6% +$47.9K 0.21% 103
2024
Q2 		$735K Buy
+29,607
New +$732K 0.17% 114

Other funds holding SCHV

Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $10B AUM 15.14% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
APP
Avantax Planning Partners Dubuque, Iowa $3.64B AUM 14.73% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
VIA
Vantagepoint Investment Advisers Washington, District of Columbia $11.8B AUM 9.48% 1-Year Est. Return
MGIA
Moneta Group Investment Advisors St Louis, Missouri $13.3B AUM 18.65% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Quadrant Private Wealth Management's SCHV Position: Q1 2026 in Review

Quadrant Private Wealth Management increased its Schwab US Large-Cap Value ETF (SCHV) stake by 4.1% in Q1 2026, buying an estimated $44.1K and bringing the position to 36,014 shares worth $1.1M. The position accounts for 0.17% of the portfolio, ranked #114.

Quadrant Private Wealth Management first reported a position in SCHV in Q2 2024 and has held it in 8 quarters since. 962 funds tracked by Wall St. Rank hold SCHV as of Q1 2026.

  • Quadrant Private Wealth Management held 36,014 shares of Schwab US Large-Cap Value ETF worth $1.1M as of Q1 2026.
  • Quadrant Private Wealth Management bought 1,414 Schwab US Large-Cap Value ETF shares in Q1 2026, an estimated $44.1K.
  • Schwab US Large-Cap Value ETF made up 0.17% of Quadrant Private Wealth Management's portfolio in Q1 2026, its #114 holding.
  • Quadrant Private Wealth Management first reported a position in Schwab US Large-Cap Value ETF in Q2 2024 and has held it in 8 quarters since.
  • 962 funds tracked by Wall St. Rank held Schwab US Large-Cap Value ETF as of Q1 2026.

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