Marshall Financial Group (Maryland)’s Charles Schwab SCHW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $293K | Buy |
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|
2025
Q4 | $309K | Sell |
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|
2025
Q3 | $308K | Buy |
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|
2025
Q2 | $288K | Sell |
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|
2025
Q1 | $266K | Sell |
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|
2024
Q4 | $274K | Buy |
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|
2024
Q3 | $237K | Sell |
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|
2024
Q2 | $276K | Sell |
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|
2024
Q1 | $273K | Buy |
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|
2023
Q4 | $225K | Buy |
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|
2023
Q3 | – | Sell |
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|
2023
Q2 | $243K | Buy |
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|
2023
Q1 | $208K | Buy |
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|
2022
Q4 | $285K | Sell |
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|
2022
Q3 | $266K | Sell |
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|
2022
Q2 | $253K | Sell |
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|
2022
Q1 | $436K | Buy |
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|
2021
Q4 | $435K | Buy |
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|
2021
Q3 | $206K | Buy |
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|
2021
Q2 | $205K | Sell |
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|
2021
Q1 | $203K | Buy |
|