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Shorepoint Capital Partners’s Schwab US Broad Market ETF SCHB Stock Holding History

Shorepoint Capital Partners’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 		$1.38M Buy
+53,664
New +$1.33M 0.27% 73
2025
Q1 		$1.13M Sell
52,615
-1,267
-2% -$28.8K 0.26% 75
2024
Q4 		$1.22M Sell
53,882
-76
-0.1% -$1.74K 0.28% 74
2024
Q3 		$1.2M Sell
53,958
-2,238
-4% -$47.8K 0.27% 76
2024
Q2 		$1.18M Sell
56,196
-2,154
-4% -$43.6K 0.28% 76
2024
Q1 		$1.19M Buy
58,350
+477
+0.8% +$9.23K 0.29% 75
2023
Q4 		$1.07M Sell
57,873
-1,689
-3% -$29.2K 0.29% 76
2023
Q3 		$990K Sell
59,562
-4,470
-7% -$77.4K 0.29% 76
2023
Q2 		$1.1M Buy
64,032
+108
+0.2% +$1.76K 0.31% 80
2023
Q1 		$1.02M Sell
63,924
-186
-0.3% -$2.91K 0.29% 83
2022
Q4 		$958K Sell
64,110
-717
-1% -$10.8K 0.27% 90
2022
Q3 		$907K Sell
64,827
-768
-1% -$11.9K 0.43% 60
2022
Q2 		$966K Sell
65,595
-1,449
-2% -$23.3K 0.41% 67
2022
Q1 		$1.19M Sell
67,044
-1,254
-2% -$22K 0.5% 54
2021
Q4 		$1.29M Buy
68,298
+990
+1% +$18.2K 0.52% 54
2021
Q3 		$1.17M Buy
+67,308
New +$1.2M 0.52% 55
2021
Q1 		$1.06M Sell
65,772
-3,006
-4% -$47.4K 0.57% 55
2020
Q4 		$1.04M Buy
68,778
+972
+1% +$13.8K 0.58% 53
2020
Q3 		$900K Sell
67,806
-3,084
-4% -$40.6K 0.56% 52
2020
Q2 		$868K Sell
70,890
-1,296
-2% -$14.9K 0.57% 51
2020
Q1 		$727K Buy
72,186
+15,018
+26% +$182K 0.58% 54
2019
Q4 		$733K Buy
57,168
+1,314
+2% +$16.1K 0.42% 70
2019
Q3 		$661K Sell
55,854
-2,634
-5% -$31.1K 0.39% 66
2019
Q2 		$688K Sell
58,488
-2,802
-5% -$32.4K 0.39% 70
2019
Q1 		$695K Buy
+61,290
New +$669K 0.39% 68

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

Shorepoint Capital Partners's SCHB Position: Q3 2025 in Review

Shorepoint Capital Partners opened a new position in Schwab US Broad Market ETF (SCHB) in Q3 2025: 53,664 shares worth $1.38M. The stake represents 0.27% of the portfolio and ranks #73 among its holdings. This is a return to the name: Shorepoint Capital Partners previously reported a position in SCHB as recently as Q1 2025.

Shorepoint Capital Partners first reported a position in SCHB in Q1 2019 and has held it in 25 quarters since. 1,210 funds tracked by Wall St. Rank hold SCHB as of Q3 2025.

  • Shorepoint Capital Partners held 53,664 shares of Schwab US Broad Market ETF worth $1.38M as of Q3 2025.
  • Schwab US Broad Market ETF was a new Shorepoint Capital Partners position in Q3 2025.
  • Schwab US Broad Market ETF made up 0.27% of Shorepoint Capital Partners's portfolio in Q3 2025, its #73 holding.
  • Shorepoint Capital Partners first reported a position in Schwab US Broad Market ETF in Q1 2019 and has held it in 25 quarters since.
  • 1,210 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q3 2025.

Based on Shorepoint Capital Partners's 13F filing for Q3 2025, filed 3 Oct 2025.