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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
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% +$6.91K 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

Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 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
UBS AM
UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 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

Mather Group's SCHB Position: Q2 2026 in Review

Mather Group reduced its Schwab US Broad Market ETF (SCHB) stake by 0.06% in Q2 2026, selling an estimated $1.57K and leaving 94,055 shares worth $2.72M. The position accounts for 0.02% of the portfolio, ranked #227.

Mather Group first reported a position in SCHB in Q3 2020 and has held it in 24 quarters since. The position peaked at $2.89M in Q4 2021. 1,391 funds tracked by Wall St. Rank hold SCHB as of Q2 2026.

  • Mather Group held 94,055 shares of Schwab US Broad Market ETF worth $2.72M as of Q2 2026.
  • Mather Group sold 56 Schwab US Broad Market ETF shares in Q2 2026, an estimated $1.57K.
  • Schwab US Broad Market ETF made up 0.02% of Mather Group's portfolio in Q2 2026, its #227 holding.
  • Mather Group first reported a position in Schwab US Broad Market ETF in Q3 2020 and has held it in 24 quarters since.
  • Mather Group's Schwab US Broad Market ETF position peaked at $2.89M in Q4 2021.
  • 1,391 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q2 2026.

Based on Mather Group's 13F filing for Q2 2026, filed 27 Jul 2026.