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Mayflower Financial Advisors’s Schwab US Broad Market ETF SCHB Stock Holding History

Mayflower Financial 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
Q2 		$635K Buy
21,939
+132
+0.6% +$3.69K 0.05% 253
2026
Q1 		$547K Hold
21,807
– – 0.07% 251
2025
Q4 		$572K Sell
21,807
-1,497
-6% -$39K 0.07% 232
2025
Q3 		$597K Hold
23,304
– – 0.08% 228
2025
Q2 		$555K Hold
23,304
– – 0.08% 223
2025
Q1 		$502K Hold
23,304
– – 0.08% 228
2024
Q4 		$529K Hold
23,304
– – 0.08% 216
2024
Q3 		$517K Sell
23,304
-138
-0.6% -$2.95K 0.08% 213
2024
Q2 		$491K Hold
23,442
– – 0.08% 214
2024
Q1 		$477K Sell
23,442
-1,500
-6% -$29K 0.08% 219
2023
Q4 		$463K Hold
24,942
– – 0.06% 209
2023
Q3 		$414K Buy
+24,942
New +$432K 0.06% 213

Other funds holding SCHB

R
Rebalance Palo Alto, California $1.91B AUM 16.23% 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
HP
HT Partners Centerbrook, Connecticut $361M AUM 22.6% 1-Year Est. Return
TCM
TruNorth Capital Management Kalamazoo, Michigan $623M AUM 18.62% 1-Year Est. Return
HWA
HHM Wealth Advisors Chattanooga, Tennessee $996M AUM 23.11% 1-Year Est. Return
AI
Accredited Investors Edina, Minnesota $2.31B AUM 33.7% 1-Year Est. Return
MBFW
Morton Brown Family Wealth Allentown, Pennsylvania $441M AUM 20.82% 1-Year Est. Return
MF
Manchester Financial Westlake Village, California $563M AUM 21.72% 1-Year Est. Return

Mayflower Financial Advisors's SCHB Position: Q2 2026 in Review

Mayflower Financial Advisors increased its Schwab US Broad Market ETF (SCHB) stake by 0.61% in Q2 2026, buying an estimated $3.69K and bringing the position to 21,939 shares worth $635K. The position accounts for 0.05% of the portfolio, ranked #253.

Mayflower Financial Advisors first reported a position in SCHB in Q3 2023 and has held it in 12 quarters since. 559 funds tracked by Wall St. Rank hold SCHB as of Q2 2026.

  • Mayflower Financial Advisors held 21,939 shares of Schwab US Broad Market ETF worth $635K as of Q2 2026.
  • Mayflower Financial Advisors bought 132 Schwab US Broad Market ETF shares in Q2 2026, an estimated $3.69K.
  • Schwab US Broad Market ETF made up 0.05% of Mayflower Financial Advisors's portfolio in Q2 2026, its #253 holding.
  • Mayflower Financial Advisors first reported a position in Schwab US Broad Market ETF in Q3 2023 and has held it in 12 quarters since.
  • 559 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q2 2026.

Based on Mayflower Financial Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.