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Forvis Mazars Wealth Advisors’s Schwab US Broad Market ETF SCHB Stock Holding History

Forvis Mazars Wealth 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
2026
Q1 		$156M Buy
6,230,006
+36,116
+0.6% +$948K 2.97% 5
2025
Q4 		$162M Sell
6,193,890
-140,320
-2% -$3.65M 3.07% 4
2025
Q3 		$163M Buy
6,334,210
+85,409
+1% +$2.11M 3.23% 3
2025
Q2 		$149M Buy
6,248,801
+636,810
+11% +$14M 3.21% 3
2025
Q1 		$121M Sell
5,611,991
-82,604
-1% -$1.88M 2.9% 5
2024
Q4 		$129M Buy
5,694,595
+97,225
+2% +$2.22M 2.98% 5
2024
Q3 		$124M Buy
5,597,370
+343,926
+7% +$7.34M 2.85% 5
2024
Q2 		$110M Buy
5,253,444
+126,048
+2% +$2.55M 2.75% 5
2024
Q1 		$104M Buy
5,127,396
+273,237
+6% +$5.29M 2.65% 4
2023
Q4 		$90.1M Sell
4,854,159
-32,769
-0.7% -$566K 2.51% 4
2023
Q3 		$81.2M Buy
4,886,928
+170,637
+4% +$2.95M 2.45% 5
2023
Q2 		$81.3M Buy
4,716,291
+323,856
+7% +$5.28M 2.38% 4
2023
Q1 		$70.1M Buy
4,392,435
+247,773
+6% +$3.87M 2.29% 6
2022
Q4 		$61.9M Buy
4,144,662
+1,313,787
+46% +$19.7M 2.16% 6
2022
Q3 		$39.6M Buy
2,830,875
+558,909
+25% +$8.69M 1.6% 9
2022
Q2 		$33.5M Buy
2,271,966
+642,669
+39% +$10.3M 1.35% 9
2022
Q1 		$29M Sell
1,629,297
-381
-0% -$6.69K 1.23% 11
2021
Q4 		$30.7M Sell
1,629,678
-22,140
-1% -$407K 1.29% 11
2021
Q3 		$28.6M Sell
1,651,818
-10,428
-0.6% -$185K 1.31% 11
2021
Q2 		$28.9M Sell
1,662,246
-5,256
-0.3% -$89K 1.34% 9
2021
Q1 		$26.9M Sell
1,667,502
-110,676
-6% -$1.74M 1.34% 10
2020
Q4 		$27M Sell
1,778,178
-214,932
-11% -$3.06M 1.35% 10
2020
Q3 		$26.5M Sell
1,993,110
-422,364
-17% -$5.55M 1.54% 9
2020
Q2 		$29.6M Sell
2,415,474
-549,060
-19% -$6.33M 1.92% 8
2020
Q1 		$29.9M Sell
2,964,534
-423,006
-12% -$5.12M 2.45% 7
2019
Q4 		$43.4M Sell
3,387,540
-123,432
-4% -$1.51M 3.13% 6
2019
Q3 		$41.6M Buy
3,510,972
+29,490
+0.8% +$348K 3.32% 5
2019
Q2 		$40.9M Buy
3,481,482
+75,204
+2% +$868K 3.32% 6
2019
Q1 		$38.6M Buy
3,406,278
+108,006
+3% +$1.18M 3.21% 5
2018
Q4 		$32.9M Buy
3,298,272
+558,924
+20% +$6.04M 3.37% 4
2018
Q3 		$32.1M Buy
2,739,348
+102,696
+4% +$1.18M 2.82% 5
2018
Q2 		$29M Buy
2,636,652
+78,588
+3% +$859K 2.82% 4
2018
Q1 		$27.2M Buy
2,558,064
+54,522
+2% +$599K 2.73% 5
2017
Q4 		$26.9M Buy
2,503,542
+126,138
+5% +$1.32M 2.69% 5
2017
Q3 		$24.1M Buy
2,377,404
+111,306
+5% +$1.1M 2.66% 5
2017
Q2 		$22.1M Buy
2,266,098
+101,526
+5% +$980K 2.5% 5
2017
Q1 		$20.6M Buy
2,164,572
+177,840
+9% +$1.67M 2.51% 5
2016
Q4 		$17.9M Buy
1,986,732
+190,272
+11% +$1.68M 2.35% 5
2016
Q3 		$15.7M Buy
1,796,460
+326,526
+22% +$2.83M 2.18% 5
2016
Q2 		$12.3M Buy
1,469,934
+386,394
+36% +$3.21M 1.83% 10
2016
Q1 		$8.9M Buy
1,083,540
+443,208
+69% +$3.44M 1.42% 13
2015
Q4 		$5.23M Buy
640,332
+517,494
+421% +$4.27M 0.79% 18
2015
Q3 		$950K Buy
122,838
+48,888
+66% +$402K 0.17% 68
2015
Q2 		$619K Buy
73,950
+8,862
+14% +$75.7K 0.09% 94
2015
Q1 		$548K Buy
65,088
+3,408
+6% +$28.5K 0.08% 104
2014
Q4 		$512K Buy
61,680
+33,660
+120% +$273K 0.08% 95
2014
Q3 		$222K Buy
+28,020
New +$224K 0.04% 131

Other funds holding SCHB

Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 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
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 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

Forvis Mazars Wealth Advisors's SCHB Position: Q1 2026 in Review

Forvis Mazars Wealth Advisors increased its Schwab US Broad Market ETF (SCHB) stake by 0.58% in Q1 2026, buying an estimated $948K and bringing the position to 6,230,006 shares worth $156M. The position accounts for 2.97% of the portfolio, ranked #5.

Forvis Mazars Wealth Advisors first reported a position in SCHB in Q3 2014 and has held it in 47 quarters since. The position peaked at $163M in Q3 2025. 1,310 funds tracked by Wall St. Rank hold SCHB as of Q1 2026.

  • Forvis Mazars Wealth Advisors held 6,230,006 shares of Schwab US Broad Market ETF worth $156M as of Q1 2026.
  • Forvis Mazars Wealth Advisors bought 36,116 Schwab US Broad Market ETF shares in Q1 2026, an estimated $948K.
  • Schwab US Broad Market ETF made up 2.97% of Forvis Mazars Wealth Advisors's portfolio in Q1 2026, its #5 holding.
  • Forvis Mazars Wealth Advisors first reported a position in Schwab US Broad Market ETF in Q3 2014 and has held it in 47 quarters since.
  • Forvis Mazars Wealth Advisors's Schwab US Broad Market ETF position peaked at $163M in Q3 2025.
  • 1,310 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q1 2026.

Based on Forvis Mazars Wealth Advisors's 13F filing for Q1 2026, filed 1 May 2026.