Marshall Financial Group Inc Schwab Strategic Tr Intl Eqty Transaction History

Marshall Financial Group Inc

$327 Million
Q4 2024

A detailed history of Marshall Financial Group Inc transactions in Schwab Strategic Tr Intl Eqty stock. As of the latest transaction made, Marshall Financial Group Inc holds 672,971 shares of SCHF stock, worth $13 Million. This represents 3.8% of its overall portfolio holdings.

Number of Shares

672,971

Previous 335,150 100.8%

Holding current value

$13 Million

Previous $13.8 Million 9.67%

% of portfolio

3.8%

Previous 4.16%

25 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 24, 2025	BUY	$18.41 - $40.87 $6.22 Million - $13.8 Million	337,821 Added 100.8%	672,971 $12.4 Million
Q3 2024 Nov 04, 2024	BUY	$36.98 - $41.55 $230,792 - $259,313	6,241 Added 1.9%	335,150 $13.8 Million
Q2 2024 Aug 09, 2024	BUY	$37.19 - $39.82 $18,557 - $19,870	499 Added 0.15%	328,909 $12.6 Million
Q1 2024 May 08, 2024	BUY	$35.71 - $39.11 $105,344 - $115,374	2,950 Added 0.91%	328,410 $12.8 Million
Q4 2023 Feb 07, 2024	BUY	$32.37 - $37.01 $44,735 - $51,147	1,382 Added 0.43%	325,460 $12 Million
Q3 2023 Nov 02, 2023	BUY	$33.82 - $36.71 $55,938 - $60,718	1,654 Added 0.51%	324,078 $11 Million
Q2 2023 Aug 10, 2023	SELL	$34.48 - $36.54 $6,827 - $7,234	-198 Reduced 0.06%	322,424 $11.5 Million
Q1 2023 May 02, 2023	BUY	$32.42 - $35.44 $70,448 - $77,011	2,173 Added 0.68%	322,622 $11.2 Million
Q4 2022 Feb 03, 2023	BUY	$28.0 - $33.87 $372,036 - $450,030	13,287 Added 4.33%	320,449 $10.3 Million
Q3 2022 Nov 14, 2022	SELL	$28.01 - $33.61 $443,818 - $532,550	-15,845 Reduced 4.91%	307,162 $8.64 Million
Q2 2022 Aug 10, 2022	BUY	$31.13 - $37.19 $190,422 - $227,491	6,117 Added 1.93%	323,007 $10.2 Million
Q1 2022 May 10, 2022	SELL	$33.67 - $39.47 $204,646 - $239,898	-6,078 Reduced 1.88%	316,890 $11.6 Million
Q4 2021 Feb 08, 2022	SELL	$37.77 - $40.6 $133,970 - $144,008	-3,547 Reduced 1.09%	322,968 $12.6 Million
Q3 2021 Nov 15, 2021	BUY	$38.35 - $40.79 $158,385 - $168,462	4,130 Added 1.28%	326,515 $12.6 Million
Q2 2021 Jul 29, 2021	BUY	$38.15 - $40.84 $329,005 - $352,204	8,624 Added 2.75%	322,385 $12.7 Million
Q1 2021 May 10, 2021	SELL	$35.74 - $38.15 $30,593 - $32,656	-856 Reduced 0.27%	313,761 $11.8 Million
Q4 2020 Feb 04, 2021	BUY	$30.32 - $36.26 $201,931 - $241,491	6,660 Added 2.16%	314,617 $11.3 Million
Q3 2020 Nov 10, 2020	BUY	$29.85 - $32.42 $151,249 - $164,272	5,067 Added 1.67%	307,957 $9.67 Million
Q2 2020 Jul 27, 2020	SELL	$24.62 - $31.42 $727,422 - $928,335	-29,546 Reduced 8.89%	302,890 $9.01 Million
Q1 2020 Apr 23, 2020	BUY	$22.3 - $34.12 $879,801 - $1.35 Million	39,453 Added 13.47%	332,436 $8.59 Million
Q4 2019 Feb 05, 2020	BUY	$30.95 - $33.72 $394,395 - $429,693	12,743 Added 4.55%	292,983 $9.85 Million
Q3 2019 Oct 30, 2019	SELL	$31.56 - $32.18 $108,913 - $111,053	-3,451 Reduced 1.22%	280,240 $8.93 Million
Q2 2019 Jul 23, 2019	SELL	N/A	-695 Reduced 0.24%	283,691 $9.1 Million
Q1 2019 Apr 26, 2019	BUY	N/A	7,450 Added 2.69%	284,386 $8.9 Million
Q4 2018 Feb 11, 2019	BUY	N/A	276,936 New	276,936 $7.85 Million

Others Institutions Holding SCHF

# of Institutions

1,296

Shares Held

962M

Call Options Held

80.7K

Put Options Held

8.3K

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About SCHWAB STRATEGIC TR INTL EQTY

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Marshall Financial Group Inc Schwab Strategic Tr Intl Eqty Transaction History