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Baker Avenue Asset Management’s Schwab US Broad Market ETF SCHB Stock Holding History

Baker Avenue Asset 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
-9,219
Closed -$220K – 655
2025
Q2 		$220K Buy
+9,219
New +$203K 0.01% 453
2025
Q1 		– Sell
-9,219
Closed -$209K – 491
2024
Q4 		$209K Sell
9,219
-19,671
-68% -$449K 0.01% 400
2024
Q3 		$641K Buy
28,890
+906
+3% +$19.3K 0.02% 264
2024
Q2 		$586K Hold
27,984
– – 0.02% 259
2024
Q1 		$569K Buy
27,984
+2,568
+10% +$49.7K 0.02% 251
2023
Q4 		$472K Sell
25,416
-789
-3% -$13.6K 0.02% 260
2023
Q3 		$435K Hold
26,205
– – 0.02% 270
2023
Q2 		$452K Hold
26,205
– – 0.02% 272
2023
Q1 		$418K Sell
26,205
-936
-3% -$14.6K 0.02% 278
2022
Q4 		$405K Hold
27,141
– – 0.02% 266
2022
Q3 		$380K Sell
27,141
-9,348
-26% -$145K 0.02% 259
2022
Q2 		$537K Buy
36,489
+5,745
+19% +$92.2K 0.04% 206
2022
Q1 		$547K Sell
30,744
-17,334
-36% -$304K 0.03% 209
2021
Q4 		$906K Buy
48,078
+33,948
+240% +$625K 0.05% 173
2021
Q3 		$244K Hold
14,130
– – 0.01% 235
2021
Q2 		$245K Hold
14,130
– – 0.01% 223
2021
Q1 		$227K Hold
14,130
– – 0.01% 223
2020
Q4 		$214K Buy
+14,130
New +$201K 0.01% 226

Other funds holding SCHB

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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

Baker Avenue Asset Management's SCHB Position: Q3 2025 in Review

Baker Avenue Asset Management sold out of Schwab US Broad Market ETF (SCHB) in Q3 2025, closing a stake of 9,219 shares — an estimated $220K sold.

Baker Avenue Asset Management first reported a position in SCHB in Q4 2020 and held it in 18 quarters. The position peaked at $906K in Q4 2021. 1,214 funds tracked by Wall St. Rank hold SCHB as of Q3 2025.

  • Baker Avenue Asset Management reported no remaining Schwab US Broad Market ETF position as of Q3 2025 after selling out during the quarter.
  • Baker Avenue Asset Management sold 9,219 Schwab US Broad Market ETF shares in Q3 2025, an estimated $220K.
  • Baker Avenue Asset Management first reported a position in Schwab US Broad Market ETF in Q4 2020 and held it in 18 quarters.
  • Baker Avenue Asset Management's Schwab US Broad Market ETF position peaked at $906K in Q4 2021.
  • 1,214 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q3 2025.

Based on Baker Avenue Asset Management's 13F filing for Q3 2025, filed 31 Oct 2025.