Marquette Asset Management, LLC SCHG Holdings History
Marquette Asset Management, LLC's Schwab U.S. Large-Cap Growth ETF Holding Summary
As of 2025-06-30, Marquette Asset Management, LLC held 4.31 Mil shares of Schwab U.S. Large-Cap Growth ETF(SCHG), totaling $125.95 Mil. This investment constitutes 21.11% of their stock portfolio, and Marquette Asset Management, LLC now holds 0.28% of the outstanding Schwab U.S. Large-Cap Growth ETF(SCHG) stock.
The initial trade took place in 2015Q4. And since then Marquette Asset Management, LLC has made 19 purchases of SCHG, at an average price of $27.79, for a total of 5.40 Mil shares. In addition, there have been 19 sales at an average price of $55.86 for 1.09 Mil shares. Based on historical transaction data and SCHG's current price of $29.69, Marquette Asset Management, LLC's estimated gain on his SCHG holdings is $38.86 Mil, reflecting a 25.87% gain to date.
Marquette Asset Management, LLC SCHG ($29.69) Holding Chart
Marquette Asset Management, LLC SCHG ($29.69) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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