Ownership history in Marquette Asset Management, LLC · 52 quarters on record
This page tracks every 13F SEC filing in which Marquette Asset Management, LLC reported a position in Schwab US Large-Cap Growth Common Stock (SCHG). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q4 | REDUCED | 4,244,236 | -51,858 | -1.2% | 20.44% | $138.4M | $32.62 |
| 2025 Q3 | REDUCED | 4,296,094 | -15,653 | -0.4% | 20.98% | $137.1M | $31.88 |
| 2025 Q2 | ADDED | 4,311,747 | +314,063 | +7.9% | 21.11% | $125.9M | $29.15 |
| 2025 Q1 | REDUCED | 3,997,684 | -30,744 | -0.8% | 17.64% | $100.1M | $24.97 |
As of 2025 Q4 — sorted by position size