Quadrant Private Wealth Management
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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
Q3 		$981K Buy
+32,695
New +$979K 0.13% 130
2026
Q2 		– Sell
-32,579
Closed -$835K – 277
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 $92B AUM 22.91% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
HBK Sorce Advisory
HBK Sorce Advisory Erie, Pennsylvania $5.18B AUM 12.38% 1-Year Est. Return
Sage Financial Group
Sage Financial Group W. Conshohocken, Pennsylvania $1.81B AUM 12.94% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 26.61% 1-Year Est. Return
Diversified Enterprises
Diversified Enterprises Wilmington, Delaware $2.16B AUM 14.54% 1-Year Est. Return
Fund Evaluation Group
Fund Evaluation Group Cincinnati, Ohio $4.22B AUM 10.75% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Koss-Olinger Consulting
Koss-Olinger Consulting Gainesville, Florida $1.37B AUM 9.22% 1-Year Est. Return

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

Quadrant Private Wealth Management opened a new position in Schwab US Large- Cap ETF (SCHX) in Q3 2026: 32,695 shares worth $981K. The stake represents 0.13% of the portfolio and ranks #130 among its holdings. This is a return to the name: Quadrant Private Wealth Management previously reported a position in SCHX as recently as Q1 2026.

Quadrant Private Wealth Management first reported a position in SCHX in Q2 2025 and has held it in 5 quarters since. 1,207 funds tracked by Wall St. Rank hold SCHX as of Q3 2026.

  • Quadrant Private Wealth Management held 32,695 shares of Schwab US Large- Cap ETF worth $981K as of Q3 2026.
  • Schwab US Large- Cap ETF was a new Quadrant Private Wealth Management position in Q3 2026.
  • Schwab US Large- Cap ETF made up 0.13% of Quadrant Private Wealth Management's portfolio in Q3 2026, its #130 holding.
  • Quadrant Private Wealth Management first reported a position in Schwab US Large- Cap ETF in Q2 2025 and has held it in 5 quarters since.
  • 1,207 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q3 2026.

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