MFGM
SCHW

Marshall Financial Group (Maryland)’s Charles Schwab SCHW Stock Holding History

Marshall Financial Group (Maryland)’s Portfolio SCHW Stock Details SCHW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$298K Buy
3,225
+110
+4% +$10K 0.04% 260
2026
Q1 		$293K Buy
3,115
+25
+0.8% +$2.45K 0.05% 249
2025
Q4 		$309K Sell
3,090
-134
-4% -$12.7K 0.06% 238
2025
Q3 		$308K Buy
3,224
+109
+3% +$10.3K 0.06% 213
2025
Q2 		$288K Sell
3,115
-286
-8% -$23.9K 0.06% 212
2025
Q1 		$266K Sell
3,401
-298
-8% -$23.4K 0.06% 201
2024
Q4 		$274K Buy
3,699
+35
+1% +$2.62K 0.07% 189
2024
Q3 		$237K Sell
3,664
-78
-2% -$5.12K 0.06% 195
2024
Q2 		$276K Sell
3,742
-30
-0.8% -$2.22K 0.08% 148
2024
Q1 		$273K Buy
3,772
+500
+15% +$32.9K 0.08% 152
2023
Q4 		$225K Buy
+3,272
New +$189K 0.07% 164
2023
Q3 		– Sell
-4,279
Closed -$243K – 173
2023
Q2 		$243K Buy
4,279
+317
+8% +$16.6K 0.08% 151
2023
Q1 		$208K Buy
3,962
+540
+16% +$39.5K 0.07% 168
2022
Q4 		$285K Sell
3,422
-285
-8% -$22.1K 0.11% 146
2022
Q3 		$266K Sell
3,707
-290
-7% -$20.1K 0.11% 156
2022
Q2 		$253K Sell
3,997
-1,172
-23% -$80.8K 0.1% 165
2022
Q1 		$436K Buy
5,169
+1
+0% +$88 0.18% 150
2021
Q4 		$435K Buy
5,168
+2,339
+83% +$189K 0.16% 156
2021
Q3 		$206K Buy
2,829
+18
+0.6% +$1.29K 0.11% 169
2021
Q2 		$205K Sell
2,811
-310
-10% -$21.9K 0.11% 168
2021
Q1 		$203K Buy
+3,121
New +$189K 0.12% 133

Other funds holding SCHW

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Marshall Financial Group (Maryland)'s SCHW Position: Q2 2026 in Review

Marshall Financial Group (Maryland) increased its Charles Schwab (SCHW) stake by 3.5% in Q2 2026, buying an estimated $10K and bringing the position to 3,225 shares worth $298K. The position accounts for 0.04% of the portfolio, ranked #260.

Marshall Financial Group (Maryland) first reported a position in SCHW in Q1 2021 and has held it in 21 quarters since. The position peaked at $436K in Q1 2022. 2,305 funds tracked by Wall St. Rank hold SCHW as of Q2 2026.

  • Marshall Financial Group (Maryland) held 3,225 shares of Charles Schwab worth $298K as of Q2 2026.
  • Marshall Financial Group (Maryland) bought 110 Charles Schwab shares in Q2 2026, an estimated $10K.
  • Charles Schwab made up 0.04% of Marshall Financial Group (Maryland)'s portfolio in Q2 2026, its #260 holding.
  • Marshall Financial Group (Maryland) first reported a position in Charles Schwab in Q1 2021 and has held it in 21 quarters since.
  • Marshall Financial Group (Maryland)'s Charles Schwab position peaked at $436K in Q1 2022.
  • 2,305 funds tracked by Wall St. Rank held Charles Schwab as of Q2 2026.

Based on Marshall Financial Group (Maryland)'s 13F filing for Q2 2026, filed 20 Jul 2026.