Mayfair Advisory Group
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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
Q3 		$3.47M Buy
118,461
+3,039
+3% +$89.2K 1.01% 25
2026
Q2 		$3.3M Sell
115,422
-733
-0.6% -$20.5K 0.99% 24
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

Rebalance
Rebalance Palo Alto, California $1.94B AUM 8.87% 1-Year Est. Return
Strid Group
Strid Group Newtown Square, Pennsylvania $917M AUM 13.27% 1-Year Est. Return
Evensky & Katz
Evensky & Katz Coral Gables, Florida $1.91B AUM 13.96% 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
HB Wealth Management
HB Wealth Management Atlanta, Georgia $19.5B AUM 16.96% 1-Year Est. Return
Evergreen Advisors
Evergreen Advisors Chattanooga, Tennessee $466M AUM 10.26% 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

Mayfair Advisory Group's SCHB Position: Q3 2026 in Review

Mayfair Advisory Group increased its Schwab US Broad Market ETF (SCHB) stake by 2.6% in Q3 2026, buying an estimated $89.2K and bringing the position to 118,461 shares worth $3.47M. The position accounts for 1.01% of the portfolio, ranked #25.

Mayfair Advisory Group first reported a position in SCHB in Q4 2019 and has held it in 28 quarters since. 917 funds tracked by Wall St. Rank hold SCHB as of Q3 2026.

  • Mayfair Advisory Group held 118,461 shares of Schwab US Broad Market ETF worth $3.47M as of Q3 2026.
  • Mayfair Advisory Group bought 3,039 Schwab US Broad Market ETF shares in Q3 2026, an estimated $89.2K.
  • Schwab US Broad Market ETF made up 1.01% of Mayfair Advisory Group's portfolio in Q3 2026, its #25 holding.
  • Mayfair Advisory Group first reported a position in Schwab US Broad Market ETF in Q4 2019 and has held it in 28 quarters since.
  • 917 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q3 2026.

Based on Mayfair Advisory Group's 13F filing for Q3 2026, filed 20 Oct 2026.