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AlphaStar Capital Management’s Schwab US Broad Market ETF SCHB Stock Holding History

AlphaStar Capital Management’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
2025
Q3 		– Sell
-18,719
Closed -$446K – 328
2025
Q2 		$446K Buy
+18,719
New +$412K 0.03% 240
2024
Q1 		– Sell
-22,278
Closed -$413K – 307
2023
Q4 		$413K Hold
22,278
– – 0.04% 197
2023
Q3 		$370K Sell
22,278
-585
-3% -$10.1K 0.05% 202
2023
Q2 		$394K Sell
22,863
-3,267
-13% -$53.3K 0.04% 209
2023
Q1 		$417K Sell
26,130
-186
-0.7% -$2.91K 0.04% 203
2022
Q4 		$393K Buy
26,316
+3,735
+17% +$56.1K 0.04% 225
2022
Q3 		$316K Sell
22,581
-106,479
-83% -$1.66M 0.03% 237
2022
Q2 		$1.9M Sell
129,060
-384
-0.3% -$6.16K 0.18% 105
2022
Q1 		$2.3M Sell
129,444
-6,630
-5% -$116K 0.19% 99
2021
Q4 		$2.5M Buy
136,074
+138
+0.1% +$2.54K 0.2% 101
2021
Q3 		$2.49M Buy
135,936
+23,034
+20% +$410K 0.17% 110
2021
Q2 		$1.96M Sell
112,902
-2,598
-2% -$44K 0.25% 80
2021
Q1 		$1.86M Sell
115,500
-2,970
-3% -$46.8K 0.29% 72
2020
Q4 		$1.82M Sell
118,470
-7,104
-6% -$101K 0.31% 70
2020
Q3 		$1.72M Sell
125,574
-37,416
-23% -$492K 0.34% 71
2020
Q2 		$2.08M Sell
162,990
-612
-0.4% -$7.05K 0.44% 53
2020
Q1 		$1.75M Sell
163,602
-225,942
-58% -$2.73M 0.41% 50
2019
Q4 		$4.99M Buy
389,544
+11,808
+3% +$145K 1.08% 17
2019
Q3 		$4.47M Sell
377,736
-219,450
-37% -$2.59M 1.07% 18
2019
Q2 		$7.02M Buy
597,186
+10,800
+2% +$125K 1.77% 9
2019
Q1 		$6.65M Buy
586,386
+125,058
+27% +$1.37M 1.86% 10
2018
Q4 		$4.61M Sell
461,328
-6,678
-1% -$72.2K 1.47% 10
2018
Q3 		$5.49M Buy
468,006
+42,864
+10% +$494K 1.61% 11
2018
Q2 		$4.68M Sell
425,142
-22,548
-5% -$247K 1.47% 13
2018
Q1 		$4.76M Buy
447,690
+40,998
+10% +$450K 1.81% 9
2017
Q4 		$4.37M Buy
406,692
+211,290
+108% +$2.22M 1.13% 25
2017
Q3 		$1.97M Buy
+195,402
New +$1.94M 1.96% 16

Other funds holding SCHB

Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
R
Rebalance Palo Alto, California $1.91B AUM 16.23% 1-Year Est. Return
SCM
SCS Capital Management Boston, Massachusetts $10.6B AUM 19.73% 1-Year Est. Return
SG
Strid Group Newtown Square, Pennsylvania $901M AUM 21.04% 1-Year Est. Return
EK
Evensky & Katz Coral Gables, Florida $1.94B AUM 22.01% 1-Year Est. Return
HCM
Hengehold Capital Management Cincinnati, Ohio $1.29B AUM 17.41% 1-Year Est. Return
BFG
Bouchey Financial Group Troy, New York $1.55B AUM 29.02% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
HWM
HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return

AlphaStar Capital Management's SCHB Position: Q3 2025 in Review

AlphaStar Capital Management sold out of Schwab US Broad Market ETF (SCHB) in Q3 2025, closing a stake of 18,719 shares — an estimated $446K sold.

AlphaStar Capital Management first reported a position in SCHB in Q3 2017 and held it in 27 quarters. The position peaked at $7.02M in Q2 2019. 1,214 funds tracked by Wall St. Rank hold SCHB as of Q3 2025.

  • AlphaStar Capital Management reported no remaining Schwab US Broad Market ETF position as of Q3 2025 after selling out during the quarter.
  • AlphaStar Capital Management sold 18,719 Schwab US Broad Market ETF shares in Q3 2025, an estimated $446K.
  • AlphaStar Capital Management first reported a position in Schwab US Broad Market ETF in Q3 2017 and held it in 27 quarters.
  • AlphaStar Capital Management's Schwab US Broad Market ETF position peaked at $7.02M in Q2 2019.
  • 1,214 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q3 2025.

Based on AlphaStar Capital Management's 13F filing for Q3 2025, filed 13 Nov 2025.