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

Marshall Investment Management’s Portfolio SCHX Stock Details SCHX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$26.1K Hold
888
– – 0.01% 163
2026
Q1 		$22.8K Buy
+888
New +$23.8K 0.01% 156
2025
Q2 		– Sell
-888
Closed -$19.6K – 187
2025
Q1 		$19.6K Buy
888
+592
+200% +$13.8K 0.01% 143
2024
Q4 		$20.1K Buy
+296
New +$6.9K 0.01% 132

Other funds holding SCHX

US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
MGIA
Moneta Group Investment Advisors St Louis, Missouri $13.5B AUM 24.62% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
HSA
HBK Sorce Advisory Erie, Pennsylvania $5.27B AUM 19.34% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
SFG
Sage Financial Group W. Conshohocken, Pennsylvania $1.81B AUM 22.3% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return
DE
Diversified Enterprises Wilmington, Delaware $2.07B AUM 22.34% 1-Year Est. Return

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

Marshall Investment Management held its Schwab US Large- Cap ETF (SCHX) position steady in Q2 2026 at 888 shares worth $26.1K. The position accounts for 0.01% of the portfolio, ranked #163.

Marshall Investment Management first reported a position in SCHX in Q4 2024 and has held it in 4 quarters since. 1,597 funds tracked by Wall St. Rank hold SCHX as of Q2 2026.

  • Marshall Investment Management held 888 shares of Schwab US Large- Cap ETF worth $26.1K as of Q2 2026.
  • Marshall Investment Management left its Schwab US Large- Cap ETF share count unchanged in Q2 2026.
  • Schwab US Large- Cap ETF made up 0.01% of Marshall Investment Management's portfolio in Q2 2026, its #163 holding.
  • Marshall Investment Management first reported a position in Schwab US Large- Cap ETF in Q4 2024 and has held it in 4 quarters since.
  • 1,597 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q2 2026.

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