MIM
SCHG icon

Marshall Investment Management’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

Marshall Investment Management’s Portfolio SCHG Stock Details SCHG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$393K Sell
13,506
-153
-1% -$4.76K 0.19% 61
2025
Q4 		$446K Sell
13,659
-138
-1% -$4.49K 0.22% 60
2025
Q3 		$440K Buy
13,797
+1,560
+13% +$47.5K 0.23% 56
2025
Q2 		$357K Sell
12,237
-1,560
-11% -$41.2K 1.7% 18
2025
Q1 		$345K Buy
13,797
+13,407
+3,438% +$367K 0.21% 56
2024
Q4 		$40.6K Buy
+390
New +$10.7K 0.02% 107

Other funds holding SCHG

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $10B AUM 15.14% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
VIA
Vantagepoint Investment Advisers Washington, District of Columbia $11.8B AUM 9.48% 1-Year Est. Return

Marshall Investment Management's SCHG Position: Q1 2026 in Review

Marshall Investment Management reduced its Schwab US Large-Cap Growth ETF (SCHG) stake by 1.1% in Q1 2026, selling an estimated $4.76K and leaving 13,506 shares worth $393K. The position accounts for 0.19% of the portfolio, ranked #61.

Marshall Investment Management first reported a position in SCHG in Q4 2024 and has held it in 6 quarters since. The position peaked at $446K in Q4 2025. 1,614 funds tracked by Wall St. Rank hold SCHG as of Q1 2026.

  • Marshall Investment Management held 13,506 shares of Schwab US Large-Cap Growth ETF worth $393K as of Q1 2026.
  • Marshall Investment Management sold 153 Schwab US Large-Cap Growth ETF shares in Q1 2026, an estimated $4.76K.
  • Schwab US Large-Cap Growth ETF made up 0.19% of Marshall Investment Management's portfolio in Q1 2026, its #61 holding.
  • Marshall Investment Management first reported a position in Schwab US Large-Cap Growth ETF in Q4 2024 and has held it in 6 quarters since.
  • Marshall Investment Management's Schwab US Large-Cap Growth ETF position peaked at $446K in Q4 2025.
  • 1,614 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q1 2026.

Based on Marshall Investment Management's 13F filing for Q1 2026, filed 8 May 2026.