Marshall Financial Group, LLC's ownership history for SCHW

Marshall Financial Group, LLC currently holds 3.1K shares with a market value of $308.7K. It started holding SCHW on 2024-09-30. At its peak, it held 3.7K shares on 2024-12-31. Its highest holding value was $308.7K on 2025-12-31. At its lowest, it held 3.1K shares on 2025-12-31, with a value of $237.5K on 2024-09-30. In the recent 180 days, Marshall Financial Group, LLC has decreased its shares by 25. In the recent year, Marshall Financial Group, LLC has decreased its shares by 609.