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

MJP 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 		$296K Buy
10,204
+5
+0% +$140 0.03% 169
2026
Q1 		$256K Buy
10,199
+6
+0.1% +$157 0.03% 187
2025
Q4 		$267K Buy
10,193
+7
+0.1% +$182 0.03% 207
2025
Q3 		$262K Buy
+10,186
New +$252K 0.03% 209

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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

MJP Associates's SCHB Position: Q2 2026 in Review

MJP Associates increased its Schwab US Broad Market ETF (SCHB) stake by 0.05% in Q2 2026, buying an estimated $140 and bringing the position to 10,204 shares worth $296K. The position accounts for 0.03% of the portfolio, ranked #169.

MJP Associates first reported a position in SCHB in Q3 2025 and has held it in 4 quarters since. 1,395 funds tracked by Wall St. Rank hold SCHB as of Q2 2026.

  • MJP Associates held 10,204 shares of Schwab US Broad Market ETF worth $296K as of Q2 2026.
  • MJP Associates bought 5 Schwab US Broad Market ETF shares in Q2 2026, an estimated $140.
  • Schwab US Broad Market ETF made up 0.03% of MJP Associates's portfolio in Q2 2026, its #169 holding.
  • MJP Associates first reported a position in Schwab US Broad Market ETF in Q3 2025 and has held it in 4 quarters since.
  • 1,395 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q2 2026.

Based on MJP Associates's 13F filing for Q2 2026, filed 11 Aug 2026.