Marks Group Wealth Management, Inc
Position in SCHW — Schwab Charles Corp
CIK 1802473
MINNETONKA, MN
Position in SCHW
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$337,154
-$7,658 QoQ
Shares Held
3,654
-0.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#1,679
of 2,303 holders
Holding Since
Mar 2021
22 quarters on record
Voting authority
Sole 99%
Shared 1%
None 0%
Common Shares in SCHW Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026Marks Group Wealth Management, Inc holds $3,197,354 across 5 Capital Markets names. SCHW ranks #5 (10.5% of the industry book) .
All Filings in SCHW
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22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $337,154 | 3,654 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $344,812 | 3,669 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $371,565 | 3,719 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $358,489 | 3,755 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $342,606 | 3,755 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $352,259 | 4,500 | Shares | Sole | 2025-05-01 | |
| 2024-12-31 | $333,044 | 4,500 | Shares | Sole | 2025-01-29 | |
| 2024-09-30 | $291,644 | 4,500 | Shares | Sole | 2024-10-30 | |
| 2024-06-30 | $351,574 | 4,771 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $403,077 | 5,572 | Shares | Sole | 2024-04-29 | |
| 2023-12-31 | $365,120 | 5,307 | Shares | Sole | 2024-02-01 | |
| 2023-09-30 | $289,048 | 5,265 | Shares | Other | 2023-10-30 | |
| 2023-06-30 | $344,160 | 6,072 | Shares | Other | 2023-07-19 | |
| 2023-03-31 | $299,194 | 5,712 | Shares | Other | 2023-05-03 | |
| 2022-12-31 | $473,498 | 5,687 | Shares | Other | 2023-02-06 | |
| 2022-09-30 | $408,724 | 5,687 | Shares | Other | 2022-11-14 | |
| 2022-06-30 | $355,007 | 5,619 | Shares | Other | 2022-08-09 | |
| 2022-03-31 | $449,035 | 5,326 | Shares | Sole | 2022-05-10 | |
| 2021-12-31 | $447,916 | 5,326 | Shares | Sole | 2022-03-03 | |
| 2021-09-30 | $377,092 | 5,177 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $225,201 | 3,093 | Shares | Sole | 2021-08-10 | |
| 2021-03-31 | $201,601 | 3,093 | Shares | Sole | 2021-05-17 | |
| No filing history on record for this holder in this stock. | ||||||