MAFA
SCHB icon

MJT & Associates Financial Advisory’s Schwab US Broad Market ETF SCHB Stock Holding History

MJT & Associates Financial Advisory’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 		$1.06K Hold
37
– – ﹤0.01% 401
2026
Q2 		$1.05K Hold
37
– – ﹤0.01% 420
2026
Q1 		$910 Hold
37
– – ﹤0.01% 407
2025
Q4 		$951 Hold
37
– – ﹤0.01% 414
2025
Q3 		$932 Buy
37
+1
+3% +$25 ﹤0.01% 425
2025
Q2 		$864 Sell
36
-1
-3% -$22 ﹤0.01% 436
2025
Q1 		$781 Buy
+37
New +$842 ﹤0.01% 442

Other funds holding SCHB

HWA
Heritage Wealth Architects Mendota Heights, Minnesota $246M AUM 11.42% 1-Year Est. Return
LPT
Legacy Private Trust Neenah, Wisconsin $1.83B AUM 13% 1-Year Est. Return
JWS
Juncture Wealth Strategies Scottsdale, Arizona $390M AUM 19.15% 1-Year Est. Return
DCM
Davis Capital Management Jacksonville, Florida $167M AUM 17.17% 1-Year Est. Return
SWM
SigFig Wealth Management San Francisco, California $4B AUM 10.86% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
BWL
Beacon Wealthcare LLC Raleigh, North Carolina $315M AUM 8.23% 1-Year Est. Return
EFG
Everhart Financial Group Dublin, Ohio $1.62B AUM 25.73% 1-Year Est. Return
VVP
Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return
CFGA
Cambridge Financial Group (Arizona) Tucson, Arizona $317M AUM 17.61% 1-Year Est. Return

MJT & Associates Financial Advisory's SCHB Position: Q3 2026 in Review

MJT & Associates Financial Advisory held its Schwab US Broad Market ETF (SCHB) position steady in Q3 2026 at 37 shares worth $1.06K. The position accounts for ﹤0.01% of the portfolio, ranked #401.

MJT & Associates Financial Advisory first reported a position in SCHB in Q1 2025 and has held it in 7 quarters since. 54 funds tracked by Wall St. Rank hold SCHB as of Q3 2026.

  • MJT & Associates Financial Advisory held 37 shares of Schwab US Broad Market ETF worth $1.06K as of Q3 2026.
  • MJT & Associates Financial Advisory left its Schwab US Broad Market ETF share count unchanged in Q3 2026.
  • Schwab US Broad Market ETF made up ﹤0.01% of MJT & Associates Financial Advisory's portfolio in Q3 2026, its #401 holding.
  • MJT & Associates Financial Advisory first reported a position in Schwab US Broad Market ETF in Q1 2025 and has held it in 7 quarters since.
  • 54 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q3 2026.

Based on MJT & Associates Financial Advisory's 13F filing for Q3 2026, filed 7 Oct 2026.