Schwab U S Broad Market ETF shares owned by Mayfair Advisory Group
Quarter-by-quarter ownership of Schwab U S Broad Market ETF (SCHB) shares owned by Mayfair Advisory Group
from 13F filings
Historical chart of Mayfair Advisory Group investment in Schwab U S Broad Market ETF
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Quarterly reported holdings in Schwab U S Broad Market ETF by Mayfair Advisory Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $3.0M | 115k | 25.71 |
| 2025-06-30 | $2.8M | 113k | 24.53 |
| 2025-03-31 | $2.3M | 107k | 21.53 |
| 2024-12-31 | $2.4M | 106k | 22.70 |
| 2024-06-30 | $1.5M | 22k | 64.75 |
| 2024-03-31 | $1.1M | 17k | 61.05 |
| 2023-12-31 | $896k | 16k | 55.31 |
| 2023-09-30 | $689k | 14k | 50.56 |
| 2023-06-30 | $698k | 14k | 51.17 |
| 2023-03-31 | $659k | 14k | 48.09 |
| 2022-12-31 | $611k | 13k | 45.45 |
| 2022-09-30 | $230k | 5.3k | 43.00 |
| 2022-06-30 | $265k | 5.5k | 48.25 |
| 2022-03-31 | $747k | 14k | 53.53 |
| 2021-12-31 | $822k | 7.4k | 111.07 |
| 2021-09-30 | $673k | 6.5k | 103.73 |
| 2021-06-30 | $602k | 5.8k | 104.24 |
| 2021-03-31 | $538k | 5.5k | 97.87 |
| 2020-12-31 | $555k | 6.1k | 91.06 |
| 2020-09-30 | $766k | 9.6k | 79.59 |
| 2020-06-30 | $837k | 11k | 73.51 |
| 2020-03-31 | $784k | 13k | 60.47 |
| 2019-12-31 | $2.3M | 30k | 76.87 |