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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
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

R
Rebalance Palo Alto, California $1.91B AUM 16.23% 1-Year Est. Return
HCM
Hengehold Capital Management Cincinnati, Ohio $1.29B AUM 17.41% 1-Year Est. Return
HP
HT Partners Centerbrook, Connecticut $361M AUM 22.6% 1-Year Est. Return
HWA
HHM Wealth Advisors Chattanooga, Tennessee $996M AUM 23.11% 1-Year Est. Return
MF
Manchester Financial Westlake Village, California $563M AUM 21.72% 1-Year Est. Return
BP
Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
WAG
Winthrop Advisory Group Boston, Massachusetts $1.48B AUM 22.62% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
SFG
Sunburst Financial Group Vestavia Hills, Alabama $617M AUM 18% 1-Year Est. Return

Quantum Financial Planning Services's SCHB Position: Q2 2026 in Review

Quantum Financial Planning Services increased its Schwab US Broad Market ETF (SCHB) stake by 0.22% in Q2 2026, buying an estimated $644 and bringing the position to 10,285 shares worth $298K. The position accounts for 0.09% of the portfolio, ranked #45.

Quantum Financial Planning Services first reported a position in SCHB in Q1 2025 and has held it in 6 quarters since. 289 funds tracked by Wall St. Rank hold SCHB as of Q2 2026.

  • Quantum Financial Planning Services held 10,285 shares of Schwab US Broad Market ETF worth $298K as of Q2 2026.
  • Quantum Financial Planning Services bought 23 Schwab US Broad Market ETF shares in Q2 2026, an estimated $644.
  • Schwab US Broad Market ETF made up 0.09% of Quantum Financial Planning Services's portfolio in Q2 2026, its #45 holding.
  • Quantum Financial Planning Services first reported a position in Schwab US Broad Market ETF in Q1 2025 and has held it in 6 quarters since.
  • 289 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q2 2026.

Based on Quantum Financial Planning Services's 13F filing for Q2 2026, filed 15 Jul 2026.