Mather Group
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Mather Group’s Schwab US Broad Market ETF SCHB Stock Holding History

Mather 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
2026
Q3 		$2.9M Buy
99,029
+4,974
+5% +$146K 0.02% 226
2026
Q2 		$2.72M Sell
94,055
-56
-0.1% -$1.57K 0.02% 227
2026
Q1 		$2.36M Sell
94,111
-2,241
-2% -$58.8K 0.02% 208
2025
Q4 		$2.53M Sell
96,352
-1,176
-1% -$30.6K 0.03% 175
2025
Q3 		$2.51M Sell
97,528
-3,288
-3% -$81.4K 0.03% 178
2025
Q2 		$2.4M Sell
100,816
-2,257
-2% -$49.7K 0.03% 173
2025
Q1 		$2.22M Sell
103,073
-19,681
-16% -$448K 0.03% 175
2024
Q4 		$2.79M Sell
122,754
-1,791
-1% -$40.9K 0.04% 143
2024
Q3 		$2.76M Sell
124,545
-8,052
-6% -$172K 0.04% 148
2024
Q2 		$2.7M Buy
132,597
+3,717
+3% +$75.3K 0.03% 157
2024
Q1 		$2.39M Sell
128,880
-5,454
-4% -$106K 0.04% 149
2023
Q4 		$2.49M Buy
134,334
+13,392
+11% +$231K 0.04% 149
2023
Q3 		$2.01M Sell
120,942
-16,881
-12% -$292K 0.04% 156
2023
Q2 		$2.38M Sell
137,823
-531
-0.4% -$8.66K 0.04% 150
2023
Q1 		$2.21M Sell
138,354
-5,247
-4% -$82K 0.04% 144
2022
Q4 		$2.14M Buy
143,601
+2,958
+2% +$44.5K 0.04% 133
2022
Q3 		$1.97M Sell
140,643
-1,221
-0.9% -$19K 0.04% 132
2022
Q2 		$2.09M Sell
141,864
-7,203
-5% -$116K 0.05% 124
2022
Q1 		$2.65M Sell
149,067
-4,185
-3% -$73.5K 0.05% 98
2021
Q4 		$2.89M Buy
153,252
+14,856
+11% +$273K 0.06% 88
2021
Q3 		$2.4M Buy
138,396
+12,486
+10% +$222K 0.06% 74
2021
Q2 		$2.19M Sell
125,910
-3,834
-3% -$64.9K 0.06% 71
2021
Q1 		$2.09M Buy
129,744
+438
+0.3% +$6.9K 0.06% 66
2020
Q4 		$1.96M Hold
129,306
– – 0.06% 65
2020
Q3 		$1.72M Buy
+129,306
New +$1.7M 0.07% 64

Other funds holding SCHB

Rebalance
Rebalance Palo Alto, California $1.94B AUM 8.87% 1-Year Est. Return
Hengehold Capital Management
Hengehold Capital Management Cincinnati, Ohio $1.31B AUM 12.12% 1-Year Est. Return
Hanson & Doremus Investment Management
Hanson & Doremus Investment Management Burlington, Vermont $982M AUM 23.83% 1-Year Est. Return
HT Partners
HT Partners Centerbrook, Connecticut $364M AUM 15.27% 1-Year Est. Return
Forvis Mazars Wealth Advisors
Forvis Mazars Wealth Advisors Springfield, Missouri $6.09B AUM 14.51% 1-Year Est. Return
TruNorth Capital Management
TruNorth Capital Management Kalamazoo, Michigan $641M AUM 11.29% 1-Year Est. Return
CFGSD
Compass Financial Group (South Dakota) Sioux Falls, South Dakota $922M AUM 16.07% 1-Year Est. Return
Manchester Financial
Manchester Financial Westlake Village, California $565M AUM 15.04% 1-Year Est. Return
Asset Advisors Investment Management
Asset Advisors Investment Management Augusta, Georgia $1.14B AUM 11.85% 1-Year Est. Return
Legacy Financial Strategies
Legacy Financial Strategies Overland Park, Kansas $615M AUM 17.73% 1-Year Est. Return

Mather Group's SCHB Position: Q3 2026 in Review

Mather Group increased its Schwab US Broad Market ETF (SCHB) stake by 5.3% in Q3 2026, buying an estimated $146K and bringing the position to 99,029 shares worth $2.9M. The position accounts for 0.02% of the portfolio, ranked #226.

Mather Group first reported a position in SCHB in Q3 2020 and has held it in 25 quarters since. 445 funds tracked by Wall St. Rank hold SCHB as of Q3 2026.

  • Mather Group held 99,029 shares of Schwab US Broad Market ETF worth $2.9M as of Q3 2026.
  • Mather Group bought 4,974 Schwab US Broad Market ETF shares in Q3 2026, an estimated $146K.
  • Schwab US Broad Market ETF made up 0.02% of Mather Group's portfolio in Q3 2026, its #226 holding.
  • Mather Group first reported a position in Schwab US Broad Market ETF in Q3 2020 and has held it in 25 quarters since.
  • 445 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q3 2026.

Based on Mather Group's 13F filing for Q3 2026, filed 14 Oct 2026.