SCHWAB CHARLES CORP

Ticker: SCHW CUSIP: 808513105 Class: COM

Marks Group Wealth Management, Inc's Holding History (CIK: 0001802473)

Note: Option positions (PUT/CALL) are excluded.

Q4 2025
Shares 3,719 Value ($000) $372 Avg Close $94.74 Range $89.35 - $102.28
Q3 2025
Shares 3,755 Value ($000) $358 Avg Close $94.54 Range $89.44 - $99.14
Q2 2025
Shares 3,755 Value ($000) $343 Avg Close $83.15 Range $65.30 - $90.85
Q1 2025
Shares 4,500 Value ($000) $352 Avg Close $77.67 Range $68.85 - $83.48
Q4 2024
Shares 4,500 Value ($000) $333 Avg Close $73.82 Range $61.44 - $82.34
Q3 2024
Shares 4,500 Value ($000) $292 Avg Close $64.56 Range $59.83 - $75.21
Q2 2024
Shares 4,771 Value ($000) $352 Avg Close $72.33 Range $67.90 - $77.95
Q1 2024
Shares 5,572 Value ($000) $403 Avg Close $64.26 Range $58.09 - $71.29
Q4 2023
Shares 5,307 Value ($000) $365 Avg Close $56.12 Range $47.15 - $69.51
Q3 2023
Shares 5,265 Value ($000) $289 Avg Close $58.47 Range $51.87 - $66.42
Q2 2023
Shares 6,072 Value ($000) $344 Avg Close $50.45 Range $43.84 - $55.82
Q1 2023
Shares 5,712 Value ($000) $299 Avg Close $70.22 Range $43.21 - $82.93
Q4 2022
Shares 5,687 Value ($000) $474 Avg Close $74.21 Range $62.42 - $79.82
Q3 2022
Shares 5,687 Value ($000) $409 Avg Close $66.19 Range $56.71 - $73.90
Q2 2022
Shares 5,619 Value ($000) $355 Avg Close $65.53 Range $56.48 - $81.20
Q1 2022
Shares 5,326 Value ($000) $449 Avg Close $83.37 Range $70.80 - $91.11
Q4 2021
Shares 5,326 Value ($000) $448 Avg Close $76.51 Range $68.06 - $81.82
Q3 2021
Shares 5,177 Value ($000) $377 Avg Close $67.39 Range $61.94 - $73.65
Q2 2021
Shares 3,093 Value ($000) $225 Avg Close $66.61 Range $59.64 - $71.97
Q1 2021
Shares 3,093 Value ($000) $202 Avg Close $56.91 Range $47.56 - $64.11
Q4 2019
Shares 4,468 Value ($000) $212 Avg Close $40.49 Range $31.69 - $47.52