Marshall Financial Group, LLC

Position in SCHW — Schwab Charles Corp

CIK 1841496 Hunt Valley, MD

Position in SCHW

as of Jun 30, 2026 · filed Jul 20, 2026 Compact

Position Value

$297,570

+$4,823 QoQ

Shares Held

3,225

+3.5% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.09%

of 13F equity value

Holder Rank

#348

of 504 holders

Holding Since

Mar 2021

21 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Marshall Financial Group, LLC holds $4,547,494 across 6 Capital Markets names. SCHW ranks #6 (6.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	SBET	Sharplink, Inc.	282,492	$1,355,961
2	IBKR	Interactive Brokers Group, Inc.	10,196	$887,459
3	EVR	Evercore Inc.	2,373	$810,237
4	MC	Moelis & Co	12,334	$806,890
5	GS	Goldman Sachs Group Inc	385	$389,377
6	SCHW	Schwab Charles Corp This page	3,225	$297,570

21 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$297,570	3,225	+3.5%	Shares	Sole	2026-07-20
2026-03-31	$292,747	3,115	+0.8%	Shares	Sole	2026-04-13
2025-12-31	$308,721	3,090	-4.2%	Shares	Sole	2026-01-09
2025-09-30	$307,795	3,224	+3.5%	Shares	Sole	2025-10-08
2025-06-30	$284,212	3,115	-8.4%	Shares	Sole	2025-07-10
2025-03-31	$266,230	3,401	-8.1%	Shares	Sole	2025-04-16
2024-12-31	$273,762	3,699	+1.0%	Shares	Sole	2025-01-21
2024-09-30	$237,463	3,664	-2.1%	Shares	Sole	2024-10-16
2024-06-30	$275,747	3,742	-0.8%	Shares	Sole	2024-07-19
2024-03-31	$272,866	3,772	+15.3%	Shares	Sole	2024-04-19
2023-12-31	$225,113	3,272	-23.5%	Shares	Sole	2024-01-10
2023-06-30	$242,533	4,279	+8.0%	Shares	Sole	2023-07-17
2023-03-31	$207,529	3,962	+15.8%	Shares	Sole	2023-04-18
2022-12-31	$284,915	3,422	-7.7%	Shares	Sole	2023-02-01
2022-09-30	$266,422	3,707	-7.3%	Shares	Sole	2022-10-12
2022-06-30	$252,530	3,997	-22.7%	Shares	Sole	2022-07-25
2022-03-31	$435,798	5,169	+0.0%	Shares	Sole	2022-05-10
2021-12-31	$434,628	5,168	+82.7%	Shares	Sole	2022-01-27
2021-09-30	$206,064	2,829	+0.6%	Shares	Sole	2021-10-28
2021-06-30	$204,668	2,811	-9.9%	Shares	Sole	2021-07-14
2021-03-31	$203,426	3,121	—	Shares	Sole	2021-04-20
No filing history on record for this holder in this stock.