Charles Schwab Corporation shares owned by Marks Group Wealth Management
Quarter-by-quarter ownership of Charles Schwab Corporation (SCHW) shares owned by Marks Group Wealth Management
from 13F filings
Historical chart of Marks Group Wealth Management investment in Charles Schwab Corporation
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Quarterly reported holdings in Charles Schwab Corporation by Marks Group Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $359k | 3.8k | 95.47 |
| 2025-06-30 | $343k | 3.8k | 91.24 |
| 2025-03-31 | $352k | 4.5k | 78.28 |
| 2024-12-31 | $333k | 4.5k | 74.01 |
| 2024-09-30 | $292k | 4.5k | 64.81 |
| 2024-06-30 | $352k | 4.8k | 73.69 |
| 2024-03-31 | $403k | 5.6k | 72.34 |
| 2023-12-31 | $365k | 5.3k | 68.80 |
| 2023-09-30 | $289k | 5.3k | 54.90 |
| 2023-06-30 | $344k | 6.1k | 56.68 |
| 2023-03-31 | $299k | 5.7k | 52.38 |
| 2022-12-31 | $474k | 5.7k | 83.26 |
| 2022-09-30 | $410k | 5.7k | 72.02 |
| 2022-06-30 | $364k | 5.6k | 64.85 |
| 2022-03-31 | $449k | 5.3k | 84.30 |
| 2021-12-31 | $448k | 5.3k | 84.12 |
| 2021-09-30 | $377k | 5.2k | 72.82 |
| 2021-06-30 | $225k | 3.1k | 72.74 |
| 2021-03-31 | $202k | 3.1k | 65.31 |
| 2019-12-31 | $212k | 4.5k | 47.45 |
More positions owned by Marks Group Wealth Management
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