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MARIETTA INVESTMENT PARTNERS LLC Historic Quarter Change: USA ETF, Added

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MARIETTA INVESTMENT PARTNERS LLC historic quarter change: USA ETF, Added

In exchange-traded fund shares (known by the fund name on the filing) (listed in the US), over 23 quarters from 2013-06-30 to 2026-06-30, MARIETTA INVESTMENT PARTNERS LLC opened 40 positions, added to 37, reduced 65 and sold out of 41.

  • Q2 2026: Stock SCHX; Country of operation —; Class US LRG CAP ETF; Shares before 34,619.
  • Q2 2026: Stock SPY; Country of operation —; Class TR UNIT; Shares before 875.
  • Q2 2026: Stock IWF; Country of operation —; Class RUS 1000 GRW ETF; Shares before 1,078.
  • Q2 2026: Stock SCHF; Country of operation —; Class INTL EQTY ETF; Shares before 16,144.

Each consecutive pair of Form 13F-HR filings compared (SEC CIK 1114702), 23 quarters: Q2 2026 (2026-03-31 to 2026-06-30, filed 2026-08-12); Q1 2026 (2025-12-31 to 2026-03-31, filed 2026-04-28); Q4 2025 (2025-09-30 to 2025-12-31, filed 2026-02-10); Q3 2025 (2025-06-30 to 2025-09-30, filed 2025-11-12); Q2 2025 (2025-03-31 to 2025-06-30, filed 2025-08-12); Q1 2025 (2024-12-31 to 2025-03-31, filed 2025-05-07); Q4 2024 (2024-09-30 to 2024-12-31, filed 2025-02-11); Q3 2024 (2024-06-30 to 2024-09-30, filed 2024-11-12); Q2 2024 (2024-03-31 to 2024-06-30, filed 2024-08-14); Q1 2024 (2023-12-31 to 2024-03-31, filed 2024-05-13); Q3 2016 (2016-06-30 to 2016-09-30, filed 2016-11-10); Q2 2016 (2016-03-31 to 2016-06-30, filed 2016-08-12); Q1 2016 (2015-12-31 to 2016-03-31, filed 2016-05-10); Q4 2015 (2015-09-30 to 2015-12-31, filed 2016-02-16); Q3 2015 (2015-06-30 to 2015-09-30, filed 2015-11-13); Q2 2015 (2015-03-31 to 2015-06-30, filed 2015-08-10); Q1 2015 (2014-12-31 to 2015-03-31, filed 2015-05-14); Q4 2014 (2014-09-30 to 2014-12-31, filed 2015-02-17); Q3 2014 (2014-06-30 to 2014-09-30, filed 2014-11-13); Q2 2014 (2014-03-31 to 2014-06-30, filed 2014-08-11); Q1 2014 (2013-12-31 to 2014-03-31, filed 2014-05-09); Q4 2013 (2013-09-30 to 2013-12-31, filed 2014-02-07); Q3 2013 (2013-06-30 to 2013-09-30, filed 2013-11-14). Rows for the same security, class and put/call are added together. Value change is the filed value at each quarter end, so it includes the price move. Only the filings held here are compared; the firm's 13F-HR filings go back to the quarter ended 2000-03-31. Not compared, as a quarter between them is not held here yet: 2016-09-30 to 2023-12-31 (missing 2016-12-31, 2017-03-31, 2017-06-30, 2017-09-30, 2017-12-31, 2018-03-31, 2018-06-30, 2018-09-30, 2018-12-31, 2019-03-31, 2019-06-30, 2019-09-30, 2019-12-31, 2020-03-31, 2020-06-30, 2020-09-30, 2020-12-31, 2021-03-31, 2021-06-30, 2021-09-30, 2021-12-31, 2022-03-31, 2022-06-30, 2022-09-30, 2022-12-31, 2023-03-31, 2023-06-30, 2023-09-30).

QuarterStockCountry of operationClassShares beforeShares afterShare changeValue beforeValue afterValue changeFiled
Q2 2026SCHX
SCHWAB STRATEGIC TR		US LRG CAP ETF34,61935,202+583$887,631$1,035,995+$148,3642026-08-12
Q2 2026SPY
STATE STR SPDR S&P 500 ETF T		TR UNIT875881+6$569,029$657,961+$88,9322026-08-12
Q2 2026IWF
ISHARES TR		RUS 1000 GRW ETF1,0784,306+3,228$459,659$534,676+$75,0172026-08-12
Q2 2026SCHF
SCHWAB STRATEGIC TR		INTL EQTY ETF16,14416,416+272$399,564$454,723+$55,1592026-08-12
Q2 2026SCHM
SCHWAB STRATEGIC TR		US MID-CAP ETF7,1927,307+115$222,664$269,409+$46,7452026-08-12
Q2 2026SCHE
SCHWAB STRATEGIC TR		EMRG MKTEQ ETF8,2598,415+156$272,134$305,128+$32,9942026-08-12
Q4 2025VOO
VANGUARD INDEX FDS		S&P 500 ETF SHS685855+170$419,480$536,196+$116,7162026-02-10
Q4 2025SCHX
SCHWAB STRATEGIC TR		US LRG CAP ETF37,39239,101+1,709$984,905$1,052,208+$67,3032026-02-10
Q4 2025SCHF
SCHWAB STRATEGIC TR		INTL EQTY ETF16,04417,958+1,914$373,504$431,710+$58,2062026-02-10
Q4 2025SCHE
SCHWAB STRATEGIC TR		EMRG MKTEQ ETF8,1329,186+1,054$271,365$300,842+$29,4772026-02-10
Q4 2025SCHM
SCHWAB STRATEGIC TR		US MID-CAP ETF7,4567,914+458$220,996$237,974+$16,9782026-02-10
Q3 2025IWF
ISHARES TR		RUS 1000 GRW ETF7621,083+321$323,530$507,288+$183,7582025-11-12
Q3 2025SPY
SPDR S&P 500 ETF		TR UNIT844883+39$521,465$588,067+$66,6022025-11-12
Q2 2025SPY
SPDR S&P 500 ETF TR		TR UNIT590844+254$330,040$521,465+$191,4252025-08-12
Q1 2025SCHF
SCHWAB STRATEGIC TR		INTL EQTY ETF10,09021,694+11,604$186,665$429,107+$242,4422025-05-07
Q1 2025SPY
SPDR S&P 500 ETF TR		TR UNIT582590+8$341,099$330,040-$11,0592025-05-07
Q1 2025IVV
ISHARES TR		CORE S&P500 ETF745767+22$438,567$430,977-$7,5902025-05-07
Q4 2024SPY
SPDR S&P 500 ETF TR		TR UNIT404582+178$231,799$341,099+$109,3002025-02-11
Q4 2024VOO
VANGUARD INDEX FDS		S&P 500 ETF SHS2,6382,752+114$1,391,993$1,482,805+$90,8122025-02-11
Q4 2024SCHX
SCHWAB STRATEGIC TR		US LRG CAP ETF13,65341,928+28,275$926,356$971,891+$45,5352025-02-11
Q4 2024DVY
ISHARES TR		SELECT DIVID ETF9,6009,665+65$1,296,672$1,268,918-$27,7542025-02-11
Q4 2024SCHF
SCHWAB STRATEGIC TR		INTL EQTY ETF4,89210,090+5,198$201,159$186,665-$14,4942025-02-11
Q4 2024SLYV
SPDR SER TR		S&P 600 SMCP VAL3,9874,104+117$346,151$358,074+$11,9232025-02-11
Q4 2024SCHM
SCHWAB STRATEGIC TR		US MID-CAP ETF3,63111,103+7,472$301,700$307,664+$5,9642025-02-11
Q3 2024SLYV
SPDR SER TR		S&P 600 SMCP VAL3,6313,987+356$284,344$346,151+$61,8072024-11-12
Q3 2024SCHX
SCHWAB STRATEGIC TR		US LRG CAP ETF13,48913,653+164$866,668$926,356+$59,6882024-11-12
Q1 2024SCHX
SCHWAB STRATEGIC TR		US LRG CAP ETF13,28013,494+214$748,992$837,438+$88,4462024-05-13
Q1 2024SCHM
SCHWAB STRATEGIC TR		US MID-CAP ETF4,6204,695+75$347,978$382,314+$34,3362024-05-13
Q1 2024SLYV
SPDR SER TR		S&P 600 SMCP VAL3,6743,734+60$306,081$309,810+$3,7292024-05-13
Q2 2016EEM
ISHARES TR		MSCI EMG MKT ETF14,70816,198+1,490$504,000$557,000+$53,0002016-08-12
Q3 2015DVY
ISHARES TR		SELECT DIVID ETF7,87013,470+5,600$591,000$1,044,000+$453,0002015-11-13
Q2 2015XLK
SELECT SECTOR SPDR TR		TECHNOLOGY11,72611,974+248$486,000$496,000+$10,0002015-08-10
Q4 2014EFA
ISHARES TR		MSCI EAFE ETF5,8025,870+68$372,000$357,000-$15,0002015-02-17
Q2 2014XLK
SELECT SECTOR SPDR TR		TECHNOLOGY11,60611,726+120$422,000$450,000+$28,0002014-08-11
Q1 2014IJK
ISHARES		S&P MC 400GR ETF1,4921,801+309$224,000$275,000+$51,0002014-05-09
Q1 2014XLK
SELECT SECTOR SPDR TR		TECHNOLOGY11,30011,606+306$404,000$422,000+$18,0002014-05-09
Q4 2013GXC
SPDR INDEX SHS FDS		S&P CHINA ETF23,98024,050+70$1,775,000$1,874,000+$99,0002014-02-07

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