Marshall Financial Group (Maryland)’s Charles Schwab SCHW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $288K | Sell |
3,115
-286
| -8% | -$26.5K | 0.06% | 212 |
|
|
2025
Q1 | $266K | Sell |
3,401
-298
| -8% | -$23.3K | 0.06% | 201 |
|
|
2024
Q4 | $274K | Buy |
3,699
+35
| +1% | +$2.59K | 0.07% | 189 |
|
|
2024
Q3 | $237K | Sell |
3,664
-78
| -2% | -$5.06K | 0.06% | 195 |
|
|
2024
Q2 | $276K | Sell |
3,742
-30
| -0.8% | -$2.21K | 0.08% | 148 |
|
|
2024
Q1 | $273K | Buy |
3,772
+500
| +15% | +$36.2K | 0.08% | 152 |
|
|
2023
Q4 | $225K | Buy |
+3,272
| New | +$225K | 0.07% | 164 |
|
|
2023
Q3 | – | Sell |
-4,279
| Closed | -$243K | – | 173 |
|
|
2023
Q2 | $243K | Buy |
4,279
+317
| +8% | +$18K | 0.08% | 151 |
|
|
2023
Q1 | $208K | Buy |
3,962
+540
| +16% | +$28.3K | 0.07% | 168 |
|
|
2022
Q4 | $285K | Sell |
3,422
-285
| -8% | -$23.7K | 0.11% | 146 |
|
|
2022
Q3 | $266K | Sell |
3,707
-290
| -7% | -$20.8K | 0.11% | 156 |
|
|
2022
Q2 | $253K | Sell |
3,997
-1,172
| -23% | -$74.2K | 0.1% | 165 |
|
|
2022
Q1 | $436K | Buy |
5,169
+1
| +0% | +$84 | 0.18% | 150 |
|
|
2021
Q4 | $435K | Buy |
5,168
+2,339
| +83% | +$197K | 0.16% | 156 |
|
|
2021
Q3 | $206K | Buy |
2,829
+18
| +0.6% | +$1.31K | 0.11% | 169 |
|
|
2021
Q2 | $205K | Sell |
2,811
-310
| -10% | -$22.6K | 0.11% | 168 |
|
|
2021
Q1 | $203K | Buy |
+3,121
| New | +$203K | 0.12% | 133 |
|