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Livermore
Livermore
ZHEN

Marshall Financial Group LLC

SEC CIK
0001841496
Latest filing
Jul 17, 2026

SCHW holding history

Schwab Charles Corp in every 13F filed by Marshall Financial Group LLC, 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)
3,225
Value
$297.5K
% of portfolio
<0.1%
Quarters held
21
Since Q1 2021
Holdings of SCHW by Marshall Financial Group LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20263,225$297.5K<0.1%+110+3.5%AddedHolders
Q1 20263,115$292.7K<0.1%+25+0.8%AddedHolders
Q4 20253,090$308.7K0.1%−134−4.2%ReducedHolders
Q3 20253,224$307.8K0.1%+109+3.5%AddedHolders
Q2 20253,115$288.4K0.1%−286−8.4%ReducedHolders
Q1 20253,401$266.2K0.1%−298−8.1%ReducedHolders
Q4 20243,699$273.7K0.1%+35+1.0%AddedHolders
Q3 20243,664$237.5K0.1%−78−2.1%ReducedHolders
Q2 20243,742$275.7K0.1%−30−0.8%ReducedHolders
Q1 20243,772$272.9K0.1%+500+15.3%AddedHolders
Q4 20233,272$225.1K0.1%+3,272NewHolders
Q3 20230$00.0%−4,279−100.0%Sold outHolders
Q2 20234,279$242.5K0.1%+317+8.0%AddedHolders
Q1 20233,962$207.5K0.1%+540+15.8%AddedHolders
Q4 20223,422$284.9K0.1%−285−7.7%ReducedHolders
Q3 20223,707$266.0K0.1%−290−7.3%ReducedHolders
Q2 20223,997$253.0K0.1%−1,172−22.7%ReducedHolders
Q1 20225,169$436.0K0.2%+10.0%AddedHolders
Q4 20215,168$435.0K0.2%+2,339+82.7%AddedHolders
Q3 20212,829$206.0K0.1%+18+0.6%AddedHolders
Q2 20212,811$205.0K0.1%−310−9.9%ReducedHolders
Q1 20213,121$203.0K0.1%––Holders

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