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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

Other funds holding SCHB

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UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
R
Rebalance Palo Alto, California $1.91B AUM 16.23% 1-Year Est. Return
SCM
SCS Capital Management Boston, Massachusetts $10.6B AUM 19.73% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 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

Marquette Asset Management's SCHB Position: Q2 2026 in Review

Marquette Asset Management sold out of Schwab US Broad Market ETF (SCHB) in Q2 2026, closing a stake of 1,400 shares — an estimated $35.1K sold.

Marquette Asset Management first reported a position in SCHB in Q1 2019 and held it in 22 quarters. The position peaked at $83K in Q3 2022. 1,394 funds tracked by Wall St. Rank hold SCHB as of Q2 2026.

  • Marquette Asset Management reported no remaining Schwab US Broad Market ETF position as of Q2 2026 after selling out during the quarter.
  • Marquette Asset Management sold 1,400 Schwab US Broad Market ETF shares in Q2 2026, an estimated $35.1K.
  • Marquette Asset Management first reported a position in Schwab US Broad Market ETF in Q1 2019 and held it in 22 quarters.
  • Marquette Asset Management's Schwab US Broad Market ETF position peaked at $83K in Q3 2022.
  • 1,394 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q2 2026.

Based on Marquette Asset Management's 13F filing for Q2 2026, filed 9 Jul 2026.