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

Mayfair Advisory 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
Q1 		$2.92M Buy
116,155
+1,522
+1% +$39.9K 1.02% 24
2025
Q4 		$3.02M Sell
114,633
-345
-0.3% -$8.98K 1.17% 23
2025
Q3 		$2.96M Buy
114,978
+1,624
+1% +$40.2K 1.27% 20
2025
Q2 		$2.78M Buy
113,354
+6,166
+6% +$136K 1.31% 19
2025
Q1 		$2.31M Buy
107,188
+782
+0.7% +$17.8K 1.33% 16
2024
Q4 		$2.42M Buy
106,406
+16,436
+18% +$375K 1.42% 15
2024
Q3 		$1.99M Buy
89,970
+22,659
+34% +$484K 1.26% 18
2024
Q2 		$1.45M Buy
67,311
+15,129
+29% +$307K 0.98% 22
2024
Q1 		$1.06M Buy
52,182
+3,591
+7% +$69.5K 0.77% 31
2023
Q4 		$896K Buy
48,591
+7,689
+19% +$133K 0.76% 30
2023
Q3 		$689K Sell
40,902
-9
-0% -$156 0.67% 34
2023
Q2 		$698K Sell
40,911
-219
-0.5% -$3.57K 0.7% 35
2023
Q1 		$659K Buy
41,130
+804
+2% +$12.6K 0.72% 34
2022
Q4 		$611K Buy
40,326
+24,279
+151% +$365K 0.78% 34
2022
Q3 		$230K Sell
16,047
-429
-3% -$6.67K 0.33% 92
2022
Q2 		$265K Sell
16,476
-25,386
-61% -$407K 0.35% 84
2022
Q1 		$747K Sell
41,862
-2,544
-6% -$44.7K 0.96% 25
2021
Q4 		$822K Buy
44,406
+5,478
+14% +$101K 1.09% 21
2021
Q3 		$673K Buy
38,928
+4,278
+12% +$76.1K 1.03% 23
2021
Q2 		$602K Buy
34,650
+1,668
+5% +$28.2K 0.95% 26
2021
Q1 		$538K Sell
32,982
-3,588
-10% -$56.6K 0.96% 26
2020
Q4 		$555K Sell
36,570
-21,174
-37% -$302K 1.09% 26
2020
Q3 		$766K Sell
57,744
-10,572
-15% -$139K 1.98% 11
2020
Q2 		$837K Sell
68,316
-9,480
-12% -$109K 2.7% 8
2020
Q1 		$784K Sell
77,796
-99,240
-56% -$1.2M 3.56% 7
2019
Q4 		$2.27M Buy
+177,036
New +$2.17M 6.97% 4

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

Mayfair Advisory Group's SCHB Position: Q1 2026 in Review

Mayfair Advisory Group increased its Schwab US Broad Market ETF (SCHB) stake by 1.3% in Q1 2026, buying an estimated $39.9K and bringing the position to 116,155 shares worth $2.92M. The position accounts for 1.02% of the portfolio, ranked #24.

Mayfair Advisory Group first reported a position in SCHB in Q4 2019 and has held it in 26 quarters since. The position peaked at $3.02M in Q4 2025. 1,308 funds tracked by Wall St. Rank hold SCHB as of Q1 2026.

  • Mayfair Advisory Group held 116,155 shares of Schwab US Broad Market ETF worth $2.92M as of Q1 2026.
  • Mayfair Advisory Group bought 1,522 Schwab US Broad Market ETF shares in Q1 2026, an estimated $39.9K.
  • Schwab US Broad Market ETF made up 1.02% of Mayfair Advisory Group's portfolio in Q1 2026, its #24 holding.
  • Mayfair Advisory Group first reported a position in Schwab US Broad Market ETF in Q4 2019 and has held it in 26 quarters since.
  • Mayfair Advisory Group's Schwab US Broad Market ETF position peaked at $3.02M in Q4 2025.
  • 1,308 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q1 2026.

Based on Mayfair Advisory Group's 13F filing for Q1 2026, filed 21 Apr 2026.