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

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$242K Buy
10,168
+30
+0.3% +$715 0.11% 41
2025
Q1
$218K Buy
+10,138
New +$218K 0.12% 35