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Bristlecone Advisors’s Schwab US Broad Market ETF SCHB Stock Holding History

Bristlecone Advisors’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
-14
Closed -$335 – 289
2025
Q2 		$335 Buy
+14
New +$308 ﹤0.01% 292
2017
Q4 		– Sell
-126
Closed -$1K – 247
2017
Q3 		$1K Buy
+126
New +$1.25K ﹤0.01% 285

Other funds holding SCHB

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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
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 $1.36B 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

Bristlecone Advisors's SCHB Position: Q3 2025 in Review

Bristlecone Advisors sold out of Schwab US Broad Market ETF (SCHB) in Q3 2025, closing a stake of 14 shares — an estimated $335 sold.

Bristlecone Advisors first reported a position in SCHB in Q3 2017 and held it in 2 quarters. The position peaked at $1K in Q3 2017. 1,210 funds tracked by Wall St. Rank hold SCHB as of Q3 2025.

  • Bristlecone Advisors reported no remaining Schwab US Broad Market ETF position as of Q3 2025 after selling out during the quarter.
  • Bristlecone Advisors sold 14 Schwab US Broad Market ETF shares in Q3 2025, an estimated $335.
  • Bristlecone Advisors first reported a position in Schwab US Broad Market ETF in Q3 2017 and held it in 2 quarters.
  • Bristlecone Advisors's Schwab US Broad Market ETF position peaked at $1K in Q3 2017.
  • 1,210 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q3 2025.

Based on Bristlecone Advisors's 13F filing for Q3 2025, filed 24 Oct 2025.