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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
Q2 		$808K Sell
27,896
-4,097
-13% -$115K 0.59% 20
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 $52B AUM 24.53% 1-Year Est. Return
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 Associates's SCHB Position: Q2 2026 in Review

Marquette Associates reduced its Schwab US Broad Market ETF (SCHB) stake by 13% in Q2 2026, selling an estimated $115K and leaving 27,896 shares worth $808K. The position accounts for 0.59% of the portfolio, ranked #20.

Marquette Associates first reported a position in SCHB in Q4 2023 and has held it in 11 quarters since. The position peaked at $855K in Q3 2024. 1,392 funds tracked by Wall St. Rank hold SCHB as of Q2 2026.

  • Marquette Associates held 27,896 shares of Schwab US Broad Market ETF worth $808K as of Q2 2026.
  • Marquette Associates sold 4,097 Schwab US Broad Market ETF shares in Q2 2026, an estimated $115K.
  • Schwab US Broad Market ETF made up 0.59% of Marquette Associates's portfolio in Q2 2026, its #20 holding.
  • Marquette Associates first reported a position in Schwab US Broad Market ETF in Q4 2023 and has held it in 11 quarters since.
  • Marquette Associates's Schwab US Broad Market ETF position peaked at $855K in Q3 2024.
  • 1,392 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q2 2026.

Based on Marquette Associates's 13F filing for Q2 2026, filed 14 Aug 2026.