Marshall Financial Group Inc Schwab Strategic Tr Us Broad M Transaction History

Marshall Financial Group Inc

$327 Million
Q4 2024

A detailed history of Marshall Financial Group Inc transactions in Schwab Strategic Tr Us Broad M stock. As of the latest transaction made, Marshall Financial Group Inc holds 813,733 shares of SCHB stock, worth $18 Million. This represents 5.64% of its overall portfolio holdings.

Number of Shares

813,733

Previous 283,132 187.4%

Holding current value

$18 Million

Previous $18.8 Million 1.92%

% of portfolio

5.64%

Previous 5.69%

25 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2024 Jan 24, 2025	BUY	$22.01 - $66.82 $11.7 Million - $35.5 Million	530,601 Added 187.4%	813,733 $18.5 Million
Q3 2024 Nov 04, 2024	SELL	$59.93 - $66.52 $789,038 - $875,802	-13,166 Reduced 4.44%	283,132 $18.8 Million
Q2 2024 Aug 09, 2024	SELL	$57.57 - $63.3 $261,482 - $287,508	-4,542 Reduced 1.51%	296,298 $18.6 Million
Q1 2024 May 08, 2024	SELL	$54.61 - $61.05 $150,668 - $168,436	-2,759 Reduced 0.91%	300,840 $18.4 Million
Q4 2023 Feb 07, 2024	SELL	$47.61 - $55.91 $267,044 - $313,599	-5,609 Reduced 1.81%	303,599 $16.9 Million
Q3 2023 Nov 02, 2023	SELL	$49.59 - $53.57 $88,022 - $95,086	-1,775 Reduced 0.57%	309,208 $15.4 Million
Q2 2023 Aug 10, 2023	SELL	$47.08 - $51.7 $80,083 - $87,941	-1,701 Reduced 0.54%	310,983 $16.1 Million
Q1 2023 May 02, 2023	SELL	$44.47 - $49.23 $585,936 - $648,654	-13,176 Reduced 4.04%	312,684 $15 Million
Q4 2022 Feb 03, 2023	BUY	$41.94 - $47.81 $181,851 - $207,304	4,336 Added 1.35%	325,860 $14.6 Million
Q3 2022 Nov 14, 2022	BUY	$41.99 - $50.63 $488,973 - $589,586	11,645 Added 3.76%	321,524 $13.5 Million
Q2 2022 Aug 10, 2022	SELL	$42.93 - $53.98 $247,148 - $310,762	-5,757 Reduced 1.82%	309,879 $13.7 Million
Q1 2022 May 10, 2022	BUY	$49.15 - $56.85 $7.7 Million - $8.91 Million	156,740 Added 98.64%	315,636 $16.9 Million
Q4 2021 Feb 08, 2022	BUY	$51.87 - $56.86 $369,470 - $405,013	7,123 Added 4.69%	158,896 $18 Million
Q3 2021 Nov 15, 2021	BUY	$51.32 - $54.83 $163,146 - $174,304	3,179 Added 2.14%	151,773 $15.8 Million
Q2 2021 Jul 29, 2021	BUY	$48.92 - $52.14 $124,599 - $132,800	2,547 Added 1.74%	148,594 $15.5 Million
Q1 2021 May 10, 2021	BUY	$44.89 - $48.81 $1.02 Million - $1.11 Million	22,649 Added 18.35%	146,047 $14.1 Million
Q4 2020 Feb 04, 2021	BUY	$39.03 - $45.5 $895,660 - $1.04 Million	22,948 Added 22.85%	123,398 $11.2 Million
Q3 2020 Nov 10, 2020	BUY	$36.93 - $42.52 $1.73 Million - $1.99 Million	46,880 Added 87.51%	100,450 $8 Million
Q2 2020 Jul 27, 2020	BUY	$28.84 - $38.49 $84,183 - $112,352	2,919 Added 5.76%	53,570 $3.94 Million
Q1 2020 Apr 23, 2020	SELL	$26.18 - $40.44 $309,133 - $477,515	-11,808 Reduced 18.91%	50,651 $3.06 Million
Q4 2019 Feb 05, 2020	BUY	$34.47 - $38.58 $423,463 - $473,955	12,285 Added 24.48%	62,459 $4.8 Million
Q3 2019 Oct 30, 2019	BUY	$35.32 - $36.13 $212,732 - $217,610	6,023 Added 13.64%	50,174 $3.56 Million
Q2 2019 Jul 23, 2019	BUY	N/A	9,747 Added 28.33%	44,151 $3.11 Million
Q1 2019 Apr 26, 2019	BUY	N/A	4,609 Added 15.47%	34,404 $2.34 Million
Q4 2018 Feb 11, 2019	BUY	N/A	29,795 New	29,795 $1.79 Million

Others Institutions Holding SCHB

# of Institutions

1,264

Shares Held

422M

Call Options Held

365K

Put Options Held

32.6K

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Marshall Financial Group Inc Schwab Strategic Tr Us Broad M Transaction History