Quantum Financial Partners
SCHD icon

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

Quantum Financial Partners’s Portfolio SCHD Stock Details SCHD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$299K Buy
9,192
+595
+7% +$20.1K 0.15% 115
2026
Q2 		$273K Buy
+8,597
New +$273K 0.14% 119

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Quantum Financial Partners's SCHD Position: Q3 2026 in Review

Quantum Financial Partners increased its Schwab US Dividend Equity ETF (SCHD) stake by 6.9% in Q3 2026, buying an estimated $20.1K and bringing the position to 9,192 shares worth $299K. The position accounts for 0.15% of the portfolio, ranked #115.

Quantum Financial Partners first reported a position in SCHD in Q2 2026 and has held it in 2 quarters since. 1,380 funds tracked by Wall St. Rank hold SCHD as of Q3 2026.

  • Quantum Financial Partners held 9,192 shares of Schwab US Dividend Equity ETF worth $299K as of Q3 2026.
  • Quantum Financial Partners bought 595 Schwab US Dividend Equity ETF shares in Q3 2026, an estimated $20.1K.
  • Schwab US Dividend Equity ETF made up 0.15% of Quantum Financial Partners's portfolio in Q3 2026, its #115 holding.
  • Quantum Financial Partners first reported a position in Schwab US Dividend Equity ETF in Q2 2026 and has held it in 2 quarters since.
  • 1,380 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q3 2026.

Based on Quantum Financial Partners's 13F filing for Q3 2026, filed 19 Oct 2026.