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Bear Mountain Capital’s Schwab US Broad Market ETF SCHB Stock Holding History

Bear Mountain Capital’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
Q1 		– Sell
-80
Closed -$1.89K – 347
2024
Q4 		$1.89K Sell
80
-775
-91% -$17.7K ﹤0.01% 123
2024
Q3 		$6.39K Buy
855
+282
+49% +$6.02K ﹤0.01% 104
2024
Q2 		$12.4K Hold
573
– – 0.01% 94
2024
Q1 		$11.1K Sell
573
-393
-41% -$7.61K ﹤0.01% 108
2023
Q4 		$17.8K Buy
+966
New +$16.7K 0.01% 99

Other funds holding SCHB

Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
R
Rebalance Palo Alto, California $1.91B AUM 16.23% 1-Year Est. Return
SCM
SCS Capital Management Boston, Massachusetts $9.44B AUM 18.1% 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
SG
Strid Group Newtown Square, Pennsylvania $901M AUM 21.04% 1-Year Est. Return
BFG
Bouchey Financial Group Troy, New York $1.36B AUM 13.96% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
HWM
HB Wealth Management Atlanta, Georgia $15.5B AUM 18.35% 1-Year Est. Return

Bear Mountain Capital's SCHB Position: Q1 2025 in Review

Bear Mountain Capital sold out of Schwab US Broad Market ETF (SCHB) in Q1 2025, closing a stake of 80 shares — an estimated $1.89K sold.

Bear Mountain Capital first reported a position in SCHB in Q4 2023 and held it in 5 quarters. The position peaked at $17.8K in Q4 2023. 1,170 funds tracked by Wall St. Rank hold SCHB as of Q1 2025.

  • Bear Mountain Capital reported no remaining Schwab US Broad Market ETF position as of Q1 2025 after selling out during the quarter.
  • Bear Mountain Capital sold 80 Schwab US Broad Market ETF shares in Q1 2025, an estimated $1.89K.
  • Bear Mountain Capital first reported a position in Schwab US Broad Market ETF in Q4 2023 and held it in 5 quarters.
  • Bear Mountain Capital's Schwab US Broad Market ETF position peaked at $17.8K in Q4 2023.
  • 1,170 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q1 2025.

Based on Bear Mountain Capital's 13F filing for Q1 2025, filed 2 May 2025.