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

Pineridge 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 		$3.54M Sell
137,768
-2,523
-2% -$62.5K 1.01% 10
2025
Q2 		$3.34M Sell
140,291
-195
-0.1% -$4.29K 1.21% 9
2025
Q1 		$3.02M Sell
140,486
-7,858
-5% -$179K 1.18% 9
2024
Q4 		$3.37M Buy
148,344
+3,642
+3% +$83.2K 1.27% 12
2024
Q3 		$3.21M Buy
144,702
+1,800
+1% +$38.4K 1.21% 20
2024
Q2 		$2.99M Buy
142,902
+7,740
+6% +$157K 1.02% 17
2024
Q1 		$2.75M Sell
135,162
-17,022
-11% -$329K 0.97% 15
2023
Q4 		$2.82M Buy
+152,184
New +$2.63M 0.94% 15

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 $807M AUM 18.59% 1-Year Est. Return
EK
Evensky & Katz Coral Gables, Florida $1.76B AUM 18.21% 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

Pineridge Advisors's SCHB Position: Q3 2025 in Review

Pineridge Advisors reduced its Schwab US Broad Market ETF (SCHB) stake by 1.8% in Q3 2025, selling an estimated $62.5K and leaving 137,768 shares worth $3.54M. The position accounts for 1.01% of the portfolio, ranked #10.

Pineridge Advisors first reported a position in SCHB in Q4 2023 and has held it in 8 quarters since. 1,210 funds tracked by Wall St. Rank hold SCHB as of Q3 2025.

  • Pineridge Advisors held 137,768 shares of Schwab US Broad Market ETF worth $3.54M as of Q3 2025.
  • Pineridge Advisors sold 2,523 Schwab US Broad Market ETF shares in Q3 2025, an estimated $62.5K.
  • Schwab US Broad Market ETF made up 1.01% of Pineridge Advisors's portfolio in Q3 2025, its #10 holding.
  • Pineridge Advisors first reported a position in Schwab US Broad Market ETF in Q4 2023 and has held it in 8 quarters since.
  • 1,210 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q3 2025.

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