Marshall Financial Group LLC Schwab Charles Corp Transaction History

Marshall Financial Group LLC

$458 Million
Q3 2025

A detailed history of Marshall Financial Group LLC transactions in Schwab Charles Corp stock. As of the latest transaction made, Marshall Financial Group LLC holds 3,224 shares of SCHW stock, worth $304,732. This represents 0.07% of its overall portfolio holdings.

Number of Shares

3,224

Previous 3,115 3.5%

Holding current value

$304,732

Previous $284,000 8.1%

% of portfolio

0.07%

Previous 0.06%

18 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 08, 2025	BUY	$91.03 - $98.69 $9,922 - $10,757	109 Added 3.5%	3,224 $307,000
Q2 2025 Jul 10, 2025	SELL	$69.06 - $91.24 $19,751 - $26,094	-286 Reduced 8.41%	3,115 $284,000
Q1 2025 Apr 16, 2025	SELL	$71.24 - $83.64 $21,229 - $24,924	-298 Reduced 8.06%	3,401 $266,000
Q4 2024 Jan 21, 2025	BUY	$63.31 - $82.85 $2,215 - $2,899	35 Added 0.96%	3,699 $273,000
Q3 2024 Oct 16, 2024	SELL	$61.74 - $76.08 $4,815 - $5,934	-78 Reduced 2.08%	3,664 $237,000
Q2 2024 Jul 19, 2024	SELL	$70.03 - $78.9 $2,100 - $2,367	-30 Reduced 0.8%	3,742 $275,000
Q1 2024 Apr 19, 2024	BUY	$61.89 - $72.38 $30,945 - $36,190	500 Added 15.28%	3,772 $272,000
Q4 2023 Jan 10, 2024	BUY	$49.33 - $70.98 $161,407 - $232,246	3,272 New	3,272 $225,000
Q2 2023 Jul 17, 2023	BUY	$47.37 - $57.14 $15,016 - $18,113	317 Added 8.0%	4,279 $242,000
Q1 2023 Apr 18, 2023	BUY	$51.91 - $85.6 $28,031 - $46,224	540 Added 15.78%	3,962 $207,000
Q4 2022 Feb 01, 2023	SELL	$67.43 - $83.26 $19,217 - $23,729	-285 Reduced 7.69%	3,422 $284,000
Q3 2022 Oct 12, 2022	SELL	$21.16 - $74.92 $6,136 - $21,726	-290 Reduced 7.26%	3,707 $266,000
Q2 2022 Jul 25, 2022	SELL	$59.99 - $83.83 $70,308 - $98,248	-1,172 Reduced 22.67%	3,997 $253,000
Q1 2022 May 10, 2022	BUY	$75.69 - $95.53 $75 - $95	1 Added 0.02%	5,169 $436,000
Q4 2021 Jan 27, 2022	BUY	$73.23 - $85.82 $171,284 - $200,732	2,339 Added 82.68%	5,168 $435,000
Q3 2021 Oct 28, 2021	BUY	$66.68 - $77.38 $1,200 - $1,392	18 Added 0.64%	2,829 $206,000
Q2 2021 Jul 14, 2021	SELL	$63.69 - $76.01 $19,743 - $23,563	-310 Reduced 9.93%	2,811 $205,000
Q1 2021 Apr 20, 2021	BUY	$51.54 - $67.65 $160,856 - $211,135	3,121 New	3,121 $203,000

Others Institutions Holding SCHW

# of Institutions

2,492

Shares Held

1.45B

Call Options Held

19.2M

Put Options Held

17.7M

View Full List

About SCHWAB CHARLES CORP

Ticker SCHW
Exchange NYSE
Sector Financial Services
Industry Capital Markets
Shares Outstandng 1,817,789,952
Market Cap $172B
Description
The Charles Schwab Corporation, together with its subsidiaries, provides wealth management, securities brokerage, banking, asset management, custody, and financial advisory services. The company operates in two segments, Investor Services and Advisor Services. The Investor Services segment provides retail brokerage, investment advisory, banking ...

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Marshall Financial Group LLC Schwab Charles Corp Transaction History