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

Quadrant Private Wealth Management’s Portfolio SCHX Stock Details SCHX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$835K Buy
32,579
+16,023
+97% +$430K 0.13% 136
2025
Q4 		$446K Buy
16,556
+5,835
+54% +$156K 0.07% 182
2025
Q3 		$282K Hold
10,721
– – 0.05% 210
2025
Q2 		$262K Buy
+10,721
New +$242K 0.05% 212

Other funds holding SCHX

US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
HSA
HBK Sorce Advisory Erie, Pennsylvania $5.05B AUM 16.64% 1-Year Est. Return
MGIA
Moneta Group Investment Advisors St Louis, Missouri $13.3B AUM 18.65% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
SFG
Sage Financial Group W. Conshohocken, Pennsylvania $1.54B AUM 16.9% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return

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

Quadrant Private Wealth Management increased its Schwab US Large- Cap ETF (SCHX) stake by 97% in Q1 2026, buying an estimated $430K and bringing the position to 32,579 shares worth $835K. The position accounts for 0.13% of the portfolio, ranked #136.

Quadrant Private Wealth Management first reported a position in SCHX in Q2 2025 and has held it in 4 quarters since. 1,534 funds tracked by Wall St. Rank hold SCHX as of Q1 2026.

  • Quadrant Private Wealth Management held 32,579 shares of Schwab US Large- Cap ETF worth $835K as of Q1 2026.
  • Quadrant Private Wealth Management bought 16,023 Schwab US Large- Cap ETF shares in Q1 2026, an estimated $430K.
  • Schwab US Large- Cap ETF made up 0.13% of Quadrant Private Wealth Management's portfolio in Q1 2026, its #136 holding.
  • Quadrant Private Wealth Management first reported a position in Schwab US Large- Cap ETF in Q2 2025 and has held it in 4 quarters since.
  • 1,534 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q1 2026.

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