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

Sierra Summit 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
Q2 		– Sell
-14,085
Closed -$303K – 207
2025
Q1 		$303K Hold
14,085
– – 0.07% 164
2024
Q4 		$320K Hold
14,085
– – 0.06% 137
2024
Q3 		$312K Hold
14,085
– – 0.07% 129
2024
Q2 		$295K Sell
14,085
-3,450
-20% -$69.9K 0.07% 133
2024
Q1 		$357K Hold
17,535
– – 0.1% 115
2023
Q4 		$325K Buy
+17,535
New +$303K 0.09% 124

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 $1.76B AUM 18.21% 1-Year Est. Return
SG
Strid Group Newtown Square, Pennsylvania $807M AUM 18.59% 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

Sierra Summit Advisors's SCHB Position: Q2 2025 in Review

Sierra Summit Advisors sold out of Schwab US Broad Market ETF (SCHB) in Q2 2025, closing a stake of 14,085 shares — an estimated $303K sold.

Sierra Summit Advisors first reported a position in SCHB in Q4 2023 and held it in 6 quarters. The position peaked at $357K in Q1 2024. 1,209 funds tracked by Wall St. Rank hold SCHB as of Q2 2025.

  • Sierra Summit Advisors reported no remaining Schwab US Broad Market ETF position as of Q2 2025 after selling out during the quarter.
  • Sierra Summit Advisors sold 14,085 Schwab US Broad Market ETF shares in Q2 2025, an estimated $303K.
  • Sierra Summit Advisors first reported a position in Schwab US Broad Market ETF in Q4 2023 and held it in 6 quarters.
  • Sierra Summit Advisors's Schwab US Broad Market ETF position peaked at $357K in Q1 2024.
  • 1,209 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q2 2025.

Based on Sierra Summit Advisors's 13F filing for Q2 2025, filed 12 Aug 2025.