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

Guerra 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 		$17.4K Buy
+675
New +$16.7K 0.01% 250

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
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 $94.2B AUM 21.24% 1-Year Est. Return
HWM
HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return

Guerra Advisors's SCHB Position: Q3 2025 in Review

Guerra Advisors opened a new position in Schwab US Broad Market ETF (SCHB) in Q3 2025: 675 shares worth $17.4K. The stake represents 0.01% of the portfolio and ranks #250 among its holdings.

1,211 funds tracked by Wall St. Rank hold SCHB as of Q3 2025.

  • Guerra Advisors held 675 shares of Schwab US Broad Market ETF worth $17.4K as of Q3 2025.
  • Schwab US Broad Market ETF was a new Guerra Advisors position in Q3 2025.
  • Schwab US Broad Market ETF made up 0.01% of Guerra Advisors's portfolio in Q3 2025, its #250 holding.
  • 1,211 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q3 2025.

Based on Guerra Advisors's 13F filing for Q3 2025, filed 4 Nov 2025.