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Marquette Associates’s Schwab US Broad Market ETF SCHB Stock Holding History

Marquette Associates’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 		$803K Hold
31,993
– – 0.87% 15
2025
Q4 		$839K Sell
31,993
-1,149
-3% -$29.9K 1.07% 12
2025
Q3 		$852K Sell
33,142
-2,040
-6% -$50.5K 1.03% 12
2025
Q2 		$838K Hold
35,182
– – 0.82% 14
2025
Q1 		$757K Hold
35,182
– – 0.76% 15
2024
Q4 		$799K Sell
35,182
-3,383
-9% -$77.3K 0.66% 21
2024
Q3 		$855K Hold
38,565
– – 0.62% 19
2024
Q2 		$808K Hold
38,565
– – 0.61% 20
2024
Q1 		$785K Sell
38,565
-54,894
-59% -$1.06M 0.55% 21
2023
Q4 		$716K Buy
+93,459
New +$1.61M 0.72% 18

Other funds holding SCHB

Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
R
Rebalance Palo Alto, California $1.91B AUM 16.23% 1-Year Est. Return
SCM
SCS Capital Management Boston, Massachusetts $9.44B AUM 18.1% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 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 Associates's SCHB Position: Q1 2026 in Review

Marquette Associates held its Schwab US Broad Market ETF (SCHB) position steady in Q1 2026 at 31,993 shares worth $803K. The position accounts for 0.87% of the portfolio, ranked #15.

Marquette Associates first reported a position in SCHB in Q4 2023 and has held it in 10 quarters since. The position peaked at $855K in Q3 2024. 1,309 funds tracked by Wall St. Rank hold SCHB as of Q1 2026.

  • Marquette Associates held 31,993 shares of Schwab US Broad Market ETF worth $803K as of Q1 2026.
  • Marquette Associates left its Schwab US Broad Market ETF share count unchanged in Q1 2026.
  • Schwab US Broad Market ETF made up 0.87% of Marquette Associates's portfolio in Q1 2026, its #15 holding.
  • Marquette Associates first reported a position in Schwab US Broad Market ETF in Q4 2023 and has held it in 10 quarters since.
  • Marquette Associates's Schwab US Broad Market ETF position peaked at $855K in Q3 2024.
  • 1,309 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q1 2026.

Based on Marquette Associates's 13F filing for Q1 2026, filed 15 May 2026.