Schwab U S Large Cap Growth ETF shares owned by Marshall Investment Management
Quarter-by-quarter ownership of Schwab U S Large Cap Growth ETF (SCHG) shares owned by Marshall Investment Management
from 13F filings
Historical chart of Marshall Investment Management investment in Schwab U S Large Cap Growth ETF
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Quarterly reported holdings in Schwab U S Large Cap Growth ETF by Marshall Investment Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2026-03-31 | $393k | 14k | 29.13 |
| 2025-12-31 | $446k | 14k | 32.62 |
| 2025-09-30 | $440k | 14k | 31.91 |
| 2025-06-30 | $357k | 12k | 29.21 |
| 2025-03-31 | $346k | 14k | 25.04 |
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