Quantum Financial Planning Services, Inc. Schwab Strategic Tr Us Broad M Transaction History

Quantum Financial Planning Services, Inc.

  • $247 Billion
  • Q3 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 10,197 shares of SCHB stock, worth $262,368. This represents 0.11% of its overall portfolio holdings.

Number of Shares
10,197
Previous 10,168 0.29%
Holding current value
$262,368
Previous $242 Million 8.2%
% of portfolio
0.11%
Previous 0.11%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 14, 2025
BUY
$23.82 - $25.84 $690 - $749
29 Added 0.29%
10,197 $262 Million
Q2 2025

Jul 25, 2025
BUY
$19.1 - $23.83 $573 - $714
30 Added 0.3%
10,168 $242 Million
Q1 2025

May 08, 2025
BUY
$21.23 - $23.75 $215,229 - $240,777
10,138 New
10,138 $218 Million

Others Institutions Holding SCHB

# of Institutions
1,347
Shares Held
564M
Call Options Held
500K
Put Options Held
12.1K
View Full List

About SCHWAB STRATEGIC TR US BROAD M

SCHB Quotes by TradingView
  • Ticker SCHB
  • Sector ETFs
  • Industry ETFs
More about SCHB
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