Marks Group Wealth Management, Inc's ownership history for SCHW

Marks Group Wealth Management, Inc currently holds 3.7K shares with a market value of $344.8K. It started holding SCHW on 2024-09-30. At its peak, it held 4.5K shares on 2024-09-30. Its highest holding value was $371.6K on 2025-12-31. At its lowest, it held 3.7K shares on 2026-03-31, with a value of $291.6K on 2024-09-30. In the recent 180 days, Marks Group Wealth Management, Inc has decreased its shares by 86. In the recent year, Marks Group Wealth Management, Inc has decreased its shares by 831.