Quantum Financial Planning Services, Inc. Schwab Strategic Tr Us Broad M Transaction History
Quantum Financial Planning Services, Inc.
- $183 Billion
- Q1 2025
A detailed history of Quantum Financial Planning Services, Inc. transactions in Schwab Strategic Tr Us Broad M stock. As of the latest transaction made, Quantum Financial Planning Services, Inc. holds 10,138 shares of SCHB stock, worth $230,335. This represents 0.12% of its overall portfolio holdings.
Number of Shares
10,138Holding current value
$230,335% of portfolio
0.12%Shares
1 transactions
Others Institutions Holding SCHB
# of Institutions
1,295Shares Held
488MCall Options Held
350KPut Options Held
28.3K-
Wealthfront Advisers LLC58.4MShares$1.33 Billion3.6% of portfolio
-
Betterment LLC New York, NY17.3MShares$392 Million0.88% of portfolio
-
Rebalance, LLC Palo Alto, CA11.9MShares$272 Million18.94% of portfolio
-
Scs Capital Management LLC Boston, MA11.9MShares$270 Million3.28% of portfolio
-
Evensky & Katz LLC9.02MShares$205 Million13.03% of portfolio