Charles Schwab Corporation shares owned by Marshall Financial Group
Quarter-by-quarter ownership of Charles Schwab Corporation (SCHW) shares owned by Marshall Financial Group
from 13F filings
Historical chart of Marshall Financial Group investment in Charles Schwab Corporation
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Quarterly reported holdings in Charles Schwab Corporation by Marshall Financial Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $308k | 3.2k | 95.46 |
| 2025-06-30 | $288k | 3.1k | 92.59 |
| 2025-03-31 | $266k | 3.4k | 78.27 |
| 2024-12-31 | $274k | 3.7k | 74.00 |
| 2024-09-30 | $238k | 3.7k | 64.81 |
| 2024-06-30 | $276k | 3.7k | 73.69 |
| 2024-03-31 | $273k | 3.8k | 72.34 |
| 2023-12-31 | $225k | 3.3k | 68.80 |
| 2023-06-30 | $243k | 4.3k | 56.68 |
| 2023-03-31 | $208k | 4.0k | 52.38 |
| 2022-12-31 | $285k | 3.4k | 83.26 |
| 2022-09-30 | $266k | 3.7k | 71.76 |
| 2022-06-30 | $253k | 4.0k | 63.30 |
| 2022-03-31 | $436k | 5.2k | 84.35 |
| 2021-12-31 | $435k | 5.2k | 84.17 |
| 2021-09-30 | $206k | 2.8k | 72.82 |
| 2021-06-30 | $205k | 2.8k | 72.93 |
| 2021-03-31 | $203k | 3.1k | 65.04 |