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Sterling Wealth Management’s Schwab US Broad Market ETF SCHB Stock Holding History

Sterling Wealth Management’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 		– Sell
-22,939
Closed -$547K – 114
2025
Q2 		$547K Buy
+22,939
New +$505K 0.19% 53
2024
Q4 		$521K Sell
22,939
-2
-0% -$46 0.19% 58
2024
Q3 		$509K Buy
22,941
+135
+0.6% +$2.88K 0.19% 60
2024
Q2 		$478K Hold
22,806
– – 0.23% 57
2024
Q1 		$464K Buy
+22,806
New +$441K 0.23% 54

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 $104B AUM 28.3% 1-Year Est. Return
HWM
HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return

Sterling Wealth Management's SCHB Position: Q3 2025 in Review

Sterling Wealth Management sold out of Schwab US Broad Market ETF (SCHB) in Q3 2025, closing a stake of 22,939 shares — an estimated $547K sold.

Sterling Wealth Management first reported a position in SCHB in Q1 2024 and held it in 5 quarters. The position peaked at $547K in Q2 2025. 1,214 funds tracked by Wall St. Rank hold SCHB as of Q3 2025.

  • Sterling Wealth Management reported no remaining Schwab US Broad Market ETF position as of Q3 2025 after selling out during the quarter.
  • Sterling Wealth Management sold 22,939 Schwab US Broad Market ETF shares in Q3 2025, an estimated $547K.
  • Sterling Wealth Management first reported a position in Schwab US Broad Market ETF in Q1 2024 and held it in 5 quarters.
  • Sterling Wealth Management's Schwab US Broad Market ETF position peaked at $547K in Q2 2025.
  • 1,214 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q3 2025.

Based on Sterling Wealth Management's 13F filing for Q3 2025, filed 17 Nov 2025.