Marshall Investment Management, LLC Schwab Strategic Tr Us Large C Transaction History

Marshall Investment Management, LLC

  • $161 Billion
  • Q1 2025

A detailed history of Marshall Investment Management, LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Marshall Investment Management, LLC holds 888 shares of SCHX stock, worth $20,743. This represents 0.01% of its overall portfolio holdings.

Number of Shares
888
Previous 296 200.0%
Holding current value
$20,743
Previous $20.1 Million 2.38%
% of portfolio
0.01%
Previous 0.01%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 07, 2025
BUY
$21.75 - $24.28 $12,876 - $14,373
592 Added 200.0%
888 $19.6 Million
Q4 2024

Feb 03, 2025
BUY
$22.4 - $68.28 $6,630 - $20,210
296 New
296 $20.1 Million

Others Institutions Holding SCHX

# of Institutions
1,497
Shares Held
1.15B
Call Options Held
53.9K
Put Options Held
5.49K
View Full List

About SCHWAB STRATEGIC TR US LARGE-C

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