MAM
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Marquette Asset Management’s Schwab US Broad Market ETF SCHB Stock Holding History

Marquette Asset Management’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 		– Sell
-1,400
Closed -$35.1K – 940
2026
Q1 		$35.1K Hold
1,400
– – 0.01% 121
2025
Q4 		$36.7K Hold
1,400
– – 0.01% 120
2025
Q3 		$36K Sell
1,400
-193
-12% -$4.78K 0.01% 116
2025
Q2 		$38K Hold
1,593
– – 0.01% 92
2025
Q1 		$34.3K Hold
1,593
– – 0.01% 105
2024
Q4 		$36.2K Hold
1,593
– – 0.01% 155
2024
Q3 		$35.3K Sell
1,593
-1,386
-47% -$29.6K 0.01% 183
2024
Q2 		$62.4K Hold
2,979
– – 0.01% 136
2024
Q1 		$60.6K Hold
2,979
– – 0.01% 137
2023
Q4 		$55.3K Sell
2,979
-330
-10% -$5.7K 0.01% 138
2023
Q3 		$55K Buy
3,309
+96
+3% +$1.66K 0.01% 137
2023
Q2 		$55.4K Buy
3,213
+234
+8% +$3.81K 0.01% 142
2023
Q1 		$47.5K Hold
2,979
– – 0.01% 148
2022
Q4 		$44.5K Sell
2,979
-2,967
-50% -$44.6K 0.01% 157
2022
Q3 		$83K Buy
+5,946
New +$92.5K 0.03% 120
2020
Q4 		– Sell
-126
Closed -$2K – 238
2020
Q3 		$2K Sell
126
-90
-42% -$1.18K ﹤0.01% 217
2020
Q2 		$3K Hold
216
– – ﹤0.01% 237
2020
Q1 		$2K Sell
216
-408
-65% -$4.94K ﹤0.01% 237
2019
Q4 		$8K Sell
624
-96
-13% -$1.18K ﹤0.01% 223
2019
Q3 		$9K Hold
720
– – ﹤0.01% 244
2019
Q2 		$8K Hold
720
– – ﹤0.01% 240
2019
Q1 		$8K Buy
+720
New +$7.86K ﹤0.01% 262

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