MIM
SCHV

Marshall Investment Management’s Schwab US Large-Cap Value ETF SCHV Stock Holding History

Marshall Investment Management’s Portfolio SCHV Stock Details SCHV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-1,392
Closed -$37K – 186
2025
Q1 		$37K Buy
+1,392
New +$37.4K 0.02% 118

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MG
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Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
APP
Avantax Planning Partners Dubuque, Iowa $4.02B AUM 20% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
MGIA
Moneta Group Investment Advisors St Louis, Missouri $13.3B AUM 18.65% 1-Year Est. Return
GAM
Gemmer Asset Management Walnut Creek, California $1.49B AUM 42.66% 1-Year Est. Return

Marshall Investment Management's SCHV Position: Q2 2025 in Review

Marshall Investment Management sold out of Schwab US Large-Cap Value ETF (SCHV) in Q2 2025, closing a stake of 1,392 shares — an estimated $37K sold.

Marshall Investment Management first reported a position in SCHV in Q1 2025 and held it in 1 quarter. The position peaked at $37K in Q1 2025. 880 funds tracked by Wall St. Rank hold SCHV as of Q2 2025.

  • Marshall Investment Management reported no remaining Schwab US Large-Cap Value ETF position as of Q2 2025 after selling out during the quarter.
  • Marshall Investment Management sold 1,392 Schwab US Large-Cap Value ETF shares in Q2 2025, an estimated $37K.
  • Marshall Investment Management first reported a position in Schwab US Large-Cap Value ETF in Q1 2025 and held it in 1 quarter.
  • Marshall Investment Management's Schwab US Large-Cap Value ETF position peaked at $37K in Q1 2025.
  • 880 funds tracked by Wall St. Rank held Schwab US Large-Cap Value ETF as of Q2 2025.

Based on Marshall Investment Management's 13F filing for Q2 2025, filed 14 Aug 2025.