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MJT & Associates Financial Advisory’s Schwab US Broad Market ETF SCHB Stock Holding History

MJT & Associates Financial Advisory’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 		$1.05K Hold
37
– – ﹤0.01% 420
2026
Q1 		$910 Hold
37
– – ﹤0.01% 407
2025
Q4 		$951 Hold
37
– – ﹤0.01% 414
2025
Q3 		$932 Buy
37
+1
+3% +$25 ﹤0.01% 425
2025
Q2 		$864 Sell
36
-1
-3% -$22 ﹤0.01% 436
2025
Q1 		$781 Buy
+37
New +$842 ﹤0.01% 442

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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 $103B AUM 28.65% 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

MJT & Associates Financial Advisory's SCHB Position: Q2 2026 in Review

MJT & Associates Financial Advisory held its Schwab US Broad Market ETF (SCHB) position steady in Q2 2026 at 37 shares worth $1.05K. The position accounts for ﹤0.01% of the portfolio, ranked #420.

MJT & Associates Financial Advisory first reported a position in SCHB in Q1 2025 and has held it in 6 quarters since. 1,386 funds tracked by Wall St. Rank hold SCHB as of Q2 2026.

  • MJT & Associates Financial Advisory held 37 shares of Schwab US Broad Market ETF worth $1.05K as of Q2 2026.
  • MJT & Associates Financial Advisory left its Schwab US Broad Market ETF share count unchanged in Q2 2026.
  • Schwab US Broad Market ETF made up ﹤0.01% of MJT & Associates Financial Advisory's portfolio in Q2 2026, its #420 holding.
  • MJT & Associates Financial Advisory first reported a position in Schwab US Broad Market ETF in Q1 2025 and has held it in 6 quarters since.
  • 1,386 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q2 2026.

Based on MJT & Associates Financial Advisory's 13F filing for Q2 2026, filed 6 Jul 2026.