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Disclosery

Marquette Asset Management, LLC: SCHD position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Marquette Asset Management, LLC on SCHD, newest first. How the timeline and the estimate are built.

Marquette Asset Management, LLC held 0 SCHD shares at 2026-03-31 per its 13F-HR filed 2026-04-24.

the latest 13F is the newest step

  1. period ended2026-03-31
    13F 0 shares
    Change vs previous 13F -72,295 shares

    13F-HR 0001395067-26-000002 filed by Marquette Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

    Exited: the 13F for this period no longer lists the position.

  2. period ended2025-12-31
    13F 72,295 shares
    Change vs previous 13F -1,200 shares

    0.29% of the 13F portfolio, value $1,983,052.

    13F-HR 0001395067-26-000001 filed by Marquette Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-09-30
    13F 73,495 shares
    Change vs previous 13F -236,604 shares

    0.31% of the 13F portfolio, value $2,006,414.

    13F-HR 0001395067-25-000006 filed by Marquette Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-06-30
    13F 310,099 shares
    Change vs previous 13F -1,712,409 shares

    1.38% of the 13F portfolio, value $8,217,624.

    13F-HR 0001395067-25-000004 filed by Marquette Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-03-31
    13F 2,022,508 shares
    Change vs previous 13F +5,113 shares

    9.97% of the 13F portfolio, value $56,549,330.

    13F-HR 0001395067-25-000003 filed by Marquette Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2024-12-31
    13F 2,017,395 shares
    Change vs previous 13F not available

    9% of the 13F portfolio, value $55,115,238.

    13F-HR 0001395067-25-000001 filed by Marquette Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).