Mairs & Power Inc’s Schwab US Broad Market ETF SCHB Stock Holding History

Mairs & Power Inc’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	$6.56M	Hold	261,246	–	–	0.07%	92
2025 Q4	$6.85M	Hold	261,246	–	–	0.07%	83
2025 Q3	$6.72M	Hold	261,246	–	–	0.06%	83
2025 Q2	$6.23M	Hold	261,246	–	–	0.06%	81
2025 Q1	$5.62M	Hold	261,246	–	–	0.06%	84
2024 Q4	$5.93M	Hold	261,246	–	–	0.06%	88
2024 Q3	$5.79M	Sell	261,246 -2,310	-0.9%	-$49.3K	0.05%	92
2024 Q2	$5.52M	Sell	263,556 -4,344	-2%	-$88K	0.05%	93
2024 Q1	$5.45M	Buy	267,900 +15,900	+6%	+$308K	0.05%	91
2023 Q4	$4.68M	Sell	252,000 -2,160	-0.8%	-$37.3K	0.05%	97
2023 Q3	$4.22M	Hold	254,160	–	–	0.05%	96
2023 Q2	$4.38M	Sell	254,160 -15,900	-6%	-$259K	0.05%	93
2023 Q1	$4.31M	Hold	270,060	–	–	0.05%	96
2022 Q4	$4.03M	Sell	270,060 -2,160	-0.8%	-$32.5K	0.05%	100
2022 Q3	$3.81M	Hold	272,220	–	–	0.05%	99
2022 Q2	$4.01M	Hold	272,220	–	–	0.05%	98
2022 Q1	$4.84M	Hold	272,220	–	–	0.05%	99
2021 Q4	$5.13M	Hold	272,220	–	–	0.05%	97
2021 Q3	$4.71M	Hold	272,220	–	–	0.05%	98
2021 Q2	$4.73M	Hold	272,220	–	–	0.05%	102
2021 Q1	$4.39M	Hold	272,220	–	–	0.05%	102
2020 Q4	$4.13M	Hold	272,220	–	–	0.05%	102
2020 Q3	$3.61M	Hold	272,220	–	–	0.05%	102
2020 Q2	$3.33M	Hold	272,220	–	–	0.04%	102
2020 Q1	$2.74M	Hold	272,220	–	–	0.04%	106
2019 Q4	$3.49M	Hold	272,220	–	–	0.04%	106
2019 Q3	$3.22M	Hold	272,220	–	–	0.04%	110
2019 Q2	$3.2M	Hold	272,220	–	–	0.04%	112
2019 Q1	$3.09M	Hold	272,220	–	–	0.04%	113
2018 Q4	$2.72M	Hold	272,220	–	–	0.04%	107
2018 Q3	$3.19M	Hold	272,220	–	–	0.04%	108
2018 Q2	$2.99M	Hold	272,220	–	–	0.04%	105
2018 Q1	$2.89M	Hold	272,220	–	–	0.04%	104
2017 Q4	$2.93M	Hold	272,220	–	–	0.03%	101
2017 Q3	$2.76M	Sell	272,220 -2,160	-0.8%	-$21.4K	0.03%	100
2017 Q2	$2.67M	Hold	274,380	–	–	0.03%	98
2017 Q1	$2.61M	Hold	274,380	–	–	0.03%	100
2016 Q4	$2.48M	Sell	274,380 -24,000	-8%	-$211K	0.03%	104
2016 Q3	$2.6M	Sell	298,380 -72,000	-19%	-$625K	0.03%	101
2016 Q2	$3.1M	Buy	370,380 +12,000	+3%	+$99.6K	0.04%	93
2016 Q1	$2.94M	Buy	358,380 +24,000	+7%	+$187K	0.04%	91
2015 Q4	$2.73M	Buy	334,380 +12,000	+4%	+$99K	0.04%	93
2015 Q3	$2.49M	Buy	322,380 +24,000	+8%	+$197K	0.04%	94
2015 Q2	$2.5M	Hold	298,380	–	–	0.04%	96
2015 Q1	$2.51M	Hold	298,380	–	–	0.03%	96
2014 Q4	$2.48M	Sell	298,380 -3,000	-1%	-$24.3K	0.03%	91
2014 Q3	$2.39M	Hold	301,380	–	–	0.03%	92
2014 Q2	$2.4M	Hold	301,380	–	–	0.03%	90
2014 Q1	$2.3M	Sell	301,380 -600	-0.2%	-$4.49K	0.03%	92
2013 Q4	$2.27M	Hold	301,980	–	–	0.03%	88
2013 Q3	$2.07M	Hold	301,980	–	–	0.04%	83
2013 Q2	$1.96M	Buy	+301,980	New	+$1.96M	0.04%	75

Other funds holding SCHB

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Rebalance Palo Alto, California $1.72B AUM 13.51% 1-Year Est. Return

SCM

SCS Capital Management Boston, Massachusetts $9.44B AUM 18.1% 1-Year Est. Return

UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Strid Group Newtown Square, Pennsylvania $807M AUM 18.59% 1-Year Est. Return

Evensky & Katz Coral Gables, Florida $1.76B AUM 18.21% 1-Year Est. Return

HCM

Hengehold Capital Management Cincinnati, Ohio $1.14B AUM 12.97% 1-Year Est. Return