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 Q3	$1.13M	Buy	+33,881	New	+$1.17M	0.15%	121
2026 Q2	–	Sell	-36,014	Closed	-$1.1M	–	276
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

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

Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return

Vantagepoint Investment Advisers Washington, District of Columbia $13.3B AUM 14.1% 1-Year Est. Return

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

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

Savant Capital Rockford, Illinois $35B AUM 15.18% 1-Year Est. Return

Gemmer Asset Management Walnut Creek, California $1.53B AUM 31.12% 1-Year Est. Return

Mokosak Advisory Group Urbandale, Iowa $454M AUM 14.41% 1-Year Est. Return

Rainey & Randall Wealth Advisors Celebration, Florida $698M AUM 11.67% 1-Year Est. Return

Krilogy Financial St. Louis, Missouri $3.66B AUM 22.28% 1-Year Est. Return

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

Quadrant Private Wealth Management opened a new position in Schwab US Large-Cap Value ETF (SCHV) in Q3 2026: 33,881 shares worth $1.13M. The stake represents 0.15% of the portfolio and ranks #121 among its holdings. This is a return to the name: Quadrant Private Wealth Management previously reported a position in SCHV as recently as Q1 2026.

Quadrant Private Wealth Management first reported a position in SCHV in Q2 2024 and has held it in 9 quarters since. 633 funds tracked by Wall St. Rank hold SCHV as of Q3 2026.

Quadrant Private Wealth Management held 33,881 shares of Schwab US Large-Cap Value ETF worth $1.13M as of Q3 2026.
Schwab US Large-Cap Value ETF was a new Quadrant Private Wealth Management position in Q3 2026.
Schwab US Large-Cap Value ETF made up 0.15% of Quadrant Private Wealth Management's portfolio in Q3 2026, its #121 holding.
Quadrant Private Wealth Management first reported a position in Schwab US Large-Cap Value ETF in Q2 2024 and has held it in 9 quarters since.
633 funds tracked by Wall St. Rank held Schwab US Large-Cap Value ETF as of Q3 2026.

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