Quantum Financial Planning Services, Inc. Schwab Strategic Tr Us Broad M Transaction History
Quantum Financial Planning Services, Inc.
- $212 Billion
- Q2 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 10,168 shares of SCHB stock, worth $247,895. This represents 0.11% of its overall portfolio holdings.
Number of Shares
10,168
Previous 10,138
0.3%
Holding current value
$247,895
Previous $218 Million
11.01%
% of portfolio
0.11%
Previous 0.12%
Shares
2 transactions
Others Institutions Holding SCHB
# of Institutions
1,341Shares Held
495MCall Options Held
350KPut Options Held
28.3K-
Wealthfront Advisers LLC56.4MShares$1.37 Billion3.52% of portfolio
-
Betterment LLC New York, NY17.3MShares$421 Million0.88% of portfolio
-
Rebalance, LLC Palo Alto, CA13.2MShares$321 Million21.31% of portfolio
-
Scs Capital Management LLC Boston, MA11.9MShares$290 Million3.28% of portfolio
-
Evensky & Katz LLC8.78MShares$214 Million12.78% of portfolio