SCHWAB CHARLES CORP

Ticker: SCHW CUSIP: 808513105 Class: COM

Marshall Financial Group LLC's Holding History (CIK: 0001841496)

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

Q4 2025
Shares 3,090 Value ($000) $309 Avg Close $94.74 Range $89.35 - $102.28
Q3 2025
Shares 3,224 Value ($000) $308 Avg Close $94.54 Range $89.44 - $99.14
Q2 2025
Shares 3,115 Value ($000) $288 Avg Close $83.15 Range $65.30 - $90.85
Q1 2025
Shares 3,401 Value ($000) $266 Avg Close $77.67 Range $68.85 - $83.48
Q4 2024
Shares 3,699 Value ($000) $274 Avg Close $73.82 Range $61.44 - $82.34
Q3 2024
Shares 3,664 Value ($000) $237 Avg Close $64.56 Range $59.83 - $75.21
Q2 2024
Shares 3,742 Value ($000) $276 Avg Close $72.33 Range $67.90 - $77.95
Q1 2024
Shares 3,772 Value ($000) $273 Avg Close $64.26 Range $58.09 - $71.29
Q4 2023
Shares 3,272 Value ($000) $225 Avg Close $56.12 Range $47.15 - $69.51
Q2 2023
Shares 4,279 Value ($000) $243 Avg Close $50.45 Range $43.84 - $55.82
Q1 2023
Shares 3,962 Value ($000) $208 Avg Close $70.22 Range $43.21 - $82.93
Q4 2022
Shares 3,422 Value ($000) $285 Avg Close $74.21 Range $62.42 - $79.82
Q3 2022
Shares 3,707 Value ($000) $266 Avg Close $66.19 Range $56.71 - $73.90
Q2 2022
Shares 3,997 Value ($000) $253 Avg Close $65.53 Range $56.48 - $81.20
Q1 2022
Shares 5,169 Value ($000) $436 Avg Close $83.37 Range $70.80 - $91.11
Q4 2021
Shares 5,168 Value ($000) $435 Avg Close $76.51 Range $68.06 - $81.82
Q3 2021
Shares 2,829 Value ($000) $206 Avg Close $67.39 Range $61.94 - $73.65
Q2 2021
Shares 2,811 Value ($000) $205 Avg Close $66.61 Range $59.64 - $71.97
Q1 2021
Shares 3,121 Value ($000) $203 Avg Close $56.91 Range $47.56 - $64.11