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MARQUETTE ASSOCIATES, INC.: SCHB position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of MARQUETTE ASSOCIATES, INC. on SCHB, newest first. How the timeline and the estimate are built.

MARQUETTE ASSOCIATES, INC. held 27,896 SCHB shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 27,896 shares
    Change vs previous 13F -4,097 shares

    0.59% of the 13F portfolio, value $807,868.

    13F-HR 0001398344-26-014469 filed by MARQUETTE ASSOCIATES, INC.
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2026-03-31
    13F 31,993 shares
    Change vs previous 13F 0 shares

    0.87% of the 13F portfolio, value $803,024.

    13F-HR 0001398344-26-009215 filed by MARQUETTE ASSOCIATES, INC.
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-12-31
    13F 31,993 shares
    Change vs previous 13F -1,149 shares

    1.07% of the 13F portfolio, value $839,176.

    13F-HR 0001398344-26-003203 filed by MARQUETTE ASSOCIATES, INC.
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-09-30
    13F 33,142 shares
    Change vs previous 13F -2,040 shares

    1.03% of the 13F portfolio, value $852,081.

    13F-HR 0001398344-25-020909 filed by MARQUETTE ASSOCIATES, INC.
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-06-30
    13F 35,182 shares
    Change vs previous 13F 0 shares

    0.82% of the 13F portfolio, value $838,387.

    13F-HR 0001398344-25-015395 filed by MARQUETTE ASSOCIATES, INC.
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-03-31
    13F 35,182 shares
    Change vs previous 13F 0 shares

    0.76% of the 13F portfolio, value $757,468.

    13F-HR 0001398344-25-009453 filed by MARQUETTE ASSOCIATES, INC.
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-12-31
    13F 35,182 shares
    Change vs previous 13F +22,327 shares

    0.66% of the 13F portfolio, value $798,631.

    13F-HR 0001398344-25-002769 filed by MARQUETTE ASSOCIATES, INC.
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F 12,855 shares
    Change vs previous 13F not available

    0.62% of the 13F portfolio, value $855,115.

    13F-HR 0001398344-24-020783 filed by MARQUETTE ASSOCIATES, INC.
    Filed (acceptance time not in the bulk data set), ingested

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