Quantum Financial Planning Services’s Schwab US Broad Market ETF SCHB Stock Holding History

Quantum Financial Planning Services’s Portfolio SCHB Stock Details SCHB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$302K	Buy	10,313 +28	+0.3%	+$822	0.08%	43
2026 Q2	$298K	Buy	10,285 +23	+0.2%	+$644	0.09%	45
2026 Q1	$258K	Buy	10,262 +33	+0.3%	+$866	0.09%	45
2025 Q4	$268K	Buy	10,229 +32	+0.3%	+$833	0.1%	46
2025 Q3	$262K	Buy	10,197 +29	+0.3%	+$718	0.11%	39
2025 Q2	$242K	Buy	10,168 +30	+0.3%	+$661	0.11%	41
2025 Q1	$218K	Buy	+10,138	New	+$231K	0.12%	35

Other funds holding SCHB

Rebalance Palo Alto, California $1.94B AUM 8.87% 1-Year Est. Return

Hengehold Capital Management Cincinnati, Ohio $1.31B AUM 12.12% 1-Year Est. Return

Hanson & Doremus Investment Management Burlington, Vermont $982M AUM 23.83% 1-Year Est. Return

HB Wealth Management Atlanta, Georgia $19.5B AUM 16.96% 1-Year Est. Return

HT Partners Centerbrook, Connecticut $364M AUM 15.27% 1-Year Est. Return

Forvis Mazars Wealth Advisors Springfield, Missouri $6.09B AUM 14.51% 1-Year Est. Return

TruNorth Capital Management Kalamazoo, Michigan $641M AUM 11.29% 1-Year Est. Return

Morton Brown Family Wealth Allentown, Pennsylvania $450M AUM 12.2% 1-Year Est. Return

CFGSD

Compass Financial Group (South Dakota) Sioux Falls, South Dakota $922M AUM 16.07% 1-Year Est. Return

Manchester Financial Westlake Village, California $565M AUM 15.04% 1-Year Est. Return

Quantum Financial Planning Services's SCHB Position: Q3 2026 in Review

Quantum Financial Planning Services increased its Schwab US Broad Market ETF (SCHB) stake by 0.27% in Q3 2026, buying an estimated $822 and bringing the position to 10,313 shares worth $302K. The position accounts for 0.08% of the portfolio, ranked #43.

Quantum Financial Planning Services first reported a position in SCHB in Q1 2025 and has held it in 7 quarters since. 498 funds tracked by Wall St. Rank hold SCHB as of Q3 2026.

Quantum Financial Planning Services held 10,313 shares of Schwab US Broad Market ETF worth $302K as of Q3 2026.
Quantum Financial Planning Services bought 28 Schwab US Broad Market ETF shares in Q3 2026, an estimated $822.
Schwab US Broad Market ETF made up 0.08% of Quantum Financial Planning Services's portfolio in Q3 2026, its #43 holding.
Quantum Financial Planning Services first reported a position in Schwab US Broad Market ETF in Q1 2025 and has held it in 7 quarters since.
498 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q3 2026.

Based on Quantum Financial Planning Services's 13F filing for Q3 2026, filed 14 Oct 2026.