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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
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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R
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SCM
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UBS AM
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HighTower Advisors
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SG
Strid Group Newtown Square, Pennsylvania $807M AUM 18.59% 1-Year Est. Return
EK
Evensky & Katz Coral Gables, Florida $1.76B AUM 18.21% 1-Year Est. Return
HCM
Hengehold Capital Management Cincinnati, Ohio $1.29B AUM 17.41% 1-Year Est. Return

MJP Associates's SCHB Position: Q1 2026 in Review

MJP Associates increased its Schwab US Broad Market ETF (SCHB) stake by 0.06% in Q1 2026, buying an estimated $157 and bringing the position to 10,199 shares worth $256K. The position accounts for 0.03% of the portfolio, ranked #187.

MJP Associates first reported a position in SCHB in Q3 2025 and has held it in 3 quarters since. The position peaked at $267K in Q4 2025. 1,307 funds tracked by Wall St. Rank hold SCHB as of Q1 2026.

  • MJP Associates held 10,199 shares of Schwab US Broad Market ETF worth $256K as of Q1 2026.
  • MJP Associates bought 6 Schwab US Broad Market ETF shares in Q1 2026, an estimated $157.
  • Schwab US Broad Market ETF made up 0.03% of MJP Associates's portfolio in Q1 2026, its #187 holding.
  • MJP Associates first reported a position in Schwab US Broad Market ETF in Q3 2025 and has held it in 3 quarters since.
  • MJP Associates's Schwab US Broad Market ETF position peaked at $267K in Q4 2025.
  • 1,307 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q1 2026.

Based on MJP Associates's 13F filing for Q1 2026, filed 5 May 2026.