Marshall Investment Management’s Charles Schwab SCHW Stock Holding History

Marshall Investment Management’s Portfolio SCHW Stock Details SCHW Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$3.14K	Buy	+34	New	+$3.1K	﹤0.01%	312

Other funds holding SCHW

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Marshall Investment Management's SCHW Position: Q2 2026 in Review

Marshall Investment Management opened a new position in Charles Schwab (SCHW) in Q2 2026: 34 shares worth $3.14K. The stake represents ﹤0.01% of the portfolio and ranks #312 among its holdings.

2,305 funds tracked by Wall St. Rank hold SCHW as of Q2 2026.

Marshall Investment Management held 34 shares of Charles Schwab worth $3.14K as of Q2 2026.
Charles Schwab was a new Marshall Investment Management position in Q2 2026.
Charles Schwab made up ﹤0.01% of Marshall Investment Management's portfolio in Q2 2026, its #312 holding.
2,305 funds tracked by Wall St. Rank held Charles Schwab as of Q2 2026.

Based on Marshall Investment Management's 13F filing for Q2 2026, filed 14 Aug 2026.