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Livermore
Livermore
ZHEN

Marks Group Wealth Management, Inc

SEC CIK
0001802473
Latest filing
Jul 27, 2026

SCHW holding history

Schwab Charles Corp in every 13F filed by Marks Group Wealth Management, Inc, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

SCHW overviewAll 13F holders of SCHWFull Q2 2026 holdings

Shares (Q2 2026)
3,654
Value
$337.2K
% of portfolio
<0.1%
Quarters held
22
Since Q1 2021
Holdings of SCHW by Marks Group Wealth Management, Inc, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20263,654$337.2K<0.1%−15−0.4%ReducedHolders
Q1 20263,669$344.8K<0.1%−50−1.3%ReducedHolders
Q4 20253,719$371.6K<0.1%−36−1.0%ReducedHolders
Q3 20253,755$358.5K<0.1%00.0%UnchangedHolders
Q2 20253,755$342.6K<0.1%−745−16.6%ReducedHolders
Q1 20254,500$352.3K<0.1%00.0%UnchangedHolders
Q4 20244,500$333.0K<0.1%00.0%UnchangedHolders
Q3 20244,500$291.6K<0.1%−271−5.7%ReducedHolders
Q2 20244,771$351.6K<0.1%−801−14.4%ReducedHolders
Q1 20245,572$403.1K<0.1%+265+5.0%AddedHolders
Q4 20235,307$365.1K<0.1%+42+0.8%AddedHolders
Q3 20235,265$289.0K<0.1%−807−13.3%ReducedHolders
Q2 20236,072$344.2K<0.1%+360+6.3%AddedHolders
Q1 20235,712$299.2K<0.1%+25+0.4%AddedHolders
Q4 20225,687$473.5K0.1%00.0%UnchangedHolders
Q3 20225,687$409.0K0.1%+68+1.2%AddedHolders
Q2 20225,619$355.0K0.1%+293+5.5%AddedHolders
Q1 20225,326$449.0K0.1%00.0%UnchangedHolders
Q4 20215,326$448.0K0.1%+149+2.9%AddedHolders
Q3 20215,177$377.0K0.1%+2,084+67.4%AddedHolders
Q2 20213,093$225.0K<0.1%00.0%UnchangedHolders
Q1 20213,093$202.0K<0.1%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.