Quantum Financial Partners’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$273K Buy
+8,597
New +$273K 0.14% 119

Other funds holding SCHD

Quantum Financial Partners's SCHD Position: Q2 2026 in Review

Quantum Financial Partners opened a new position in Schwab US Dividend Equity ETF (SCHD) in Q2 2026: 8,597 shares worth $273K. The stake represents 0.14% of the portfolio and ranks #119 among its holdings.

557 funds tracked by Wall St. Rank hold SCHD as of Q2 2026.

  • Quantum Financial Partners held 8,597 shares of Schwab US Dividend Equity ETF worth $273K as of Q2 2026.
  • Schwab US Dividend Equity ETF was a new Quantum Financial Partners position in Q2 2026.
  • Schwab US Dividend Equity ETF made up 0.14% of Quantum Financial Partners's portfolio in Q2 2026, its #119 holding.
  • 557 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q2 2026.

Based on Quantum Financial Partners's 13F filing for Q2 2026, filed 20 Jul 2026.