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Sonora Investment Management Group’s Schwab US Broad Market ETF SCHB Stock Holding History

Sonora Investment Management Group’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 		$660K Buy
25,671
+9,069
+55% +$224K 0.05% 148
2025
Q2 		$396K Buy
16,602
+46
+0.3% +$1.01K 0.03% 193
2025
Q1 		$356K Buy
+16,556
New +$377K 0.03% 198
2023
Q1 		– Sell
-30,462
Closed -$455K – 282
2022
Q4 		$455K Buy
+30,462
New +$458K 0.04% 165

Other funds holding SCHB

Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
R
Rebalance Palo Alto, California $1.91B AUM 16.23% 1-Year Est. Return
SCM
SCS Capital Management Boston, Massachusetts $10.6B AUM 19.73% 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 $103B AUM 28.65% 1-Year Est. Return
HWM
HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return

Sonora Investment Management Group's SCHB Position: Q3 2025 in Review

Sonora Investment Management Group increased its Schwab US Broad Market ETF (SCHB) stake by 55% in Q3 2025, buying an estimated $224K and bringing the position to 25,671 shares worth $660K. The position accounts for 0.05% of the portfolio, ranked #148.

Sonora Investment Management Group first reported a position in SCHB in Q4 2022 and has held it in 4 quarters since. 1,213 funds tracked by Wall St. Rank hold SCHB as of Q3 2025.

  • Sonora Investment Management Group held 25,671 shares of Schwab US Broad Market ETF worth $660K as of Q3 2025.
  • Sonora Investment Management Group bought 9,069 Schwab US Broad Market ETF shares in Q3 2025, an estimated $224K.
  • Schwab US Broad Market ETF made up 0.05% of Sonora Investment Management Group's portfolio in Q3 2025, its #148 holding.
  • Sonora Investment Management Group first reported a position in Schwab US Broad Market ETF in Q4 2022 and has held it in 4 quarters since.
  • 1,213 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q3 2025.

Based on Sonora Investment Management Group's 13F filing for Q3 2025, filed 7 Oct 2025.