MARSHALL INVESTMENT MANAGEMENT, LLC

Position in SCHW — Schwab Charles Corp

CIK 2022427 LITTLETON, CO

Position in SCHW

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$3,137

New position

Shares Held

34

first reported quarter

Ownership

0.000%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#2,258

of 2,304 holders

Holding Since

Jun 2026

1 quarter on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

MARSHALL INVESTMENT MANAGEMENT, LLC holds $273,097 across 5 Capital Markets names. SCHW ranks #3 (1.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	GS	Goldman Sachs Group Inc	254	$256,887
2	MS	Morgan Stanley	54	$11,288
3	SCHW	Schwab Charles Corp This page	34	$3,137
4	LPLA	LPL Financial Holdings Inc.	5	$1,408
5	NMR	Nomura Holdings Inc	43	$377

1 filing row on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$3,137	34	—	Shares	Sole	2026-08-14
No filing history on record for this holder in this stock.