Marshall Financial Group Inc Schwab Strategic Tr Us Large C Transaction History

Marshall Financial Group Inc

$327 Million
Q4 2024

A detailed history of Marshall Financial Group Inc transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Marshall Financial Group Inc holds 1,157,218 shares of SCHG stock, worth $32.9 Million. This represents 9.86% of its overall portfolio holdings.

Number of Shares

1,157,218

Previous 296,168 290.73%

Holding current value

$32.9 Million

Previous $30.9 Million 4.53%

% of portfolio

9.86%

Previous 9.32%

25 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 24, 2025	BUY	$25.93 - $105.3 $22.3 Million - $90.7 Million	861,050 Added 290.73%	1,157,218 $32.3 Million
Q3 2024 Nov 04, 2024	SELL	$92.63 - $105.69 $1.01 Million - $1.15 Million	-10,903 Reduced 3.55%	296,168 $30.9 Million
Q2 2024 Aug 09, 2024	BUY	$87.04 - $101.61 $102,272 - $119,391	1,175 Added 0.38%	307,071 $31 Million
Q1 2024 May 08, 2024	SELL	$80.6 - $93.32 $1.09 Million - $1.26 Million	-13,519 Reduced 4.23%	305,896 $28.4 Million
Q4 2023 Feb 07, 2024	SELL	$70.08 - $83.37 $308,211 - $366,661	-4,398 Reduced 1.36%	319,415 $26.5 Million
Q3 2023 Nov 02, 2023	SELL	$71.99 - $78.02 $1.25 Million - $1.36 Million	-17,430 Reduced 5.11%	323,813 $23.5 Million
Q2 2023 Aug 10, 2023	BUY	$63.6 - $74.95 $19,652 - $23,159	309 Added 0.09%	341,243 $25.6 Million
Q1 2023 May 02, 2023	BUY	$54.19 - $65.17 $135,149 - $162,533	2,494 Added 0.74%	340,934 $22.2 Million
Q4 2022 Feb 03, 2023	BUY	$54.31 - $60.76 $1.99 Million - $2.23 Million	36,715 Added 12.17%	338,440 $18.8 Million
Q3 2022 Nov 14, 2022	SELL	$55.81 - $69.25 $272,631 - $338,286	-4,885 Reduced 1.59%	301,725 $16.8 Million
Q2 2022 Aug 10, 2022	SELL	$55.73 - $76.55 $210,436 - $289,052	-3,776 Reduced 1.22%	306,610 $17.8 Million
Q1 2022 May 10, 2022	BUY	$65.63 - $82.62 $10.8 Million - $13.5 Million	163,942 Added 111.95%	310,386 $23.2 Million
Q4 2021 Feb 08, 2022	BUY	$73.11 - $83.4 $152,726 - $174,222	2,089 Added 1.45%	146,444 $24 Million
Q3 2021 Nov 15, 2021	BUY	$73.24 - $78.94 $8,715 - $9,393	119 Added 0.08%	144,355 $21.4 Million
Q2 2021 Jul 29, 2021	SELL	$65.3 - $73.24 $366,071 - $410,583	-5,606 Reduced 3.74%	144,236 $21.1 Million
Q1 2021 May 10, 2021	SELL	$61.41 - $68.35 $2,394 - $2,665	-39 Reduced 0.03%	149,842 $19.4 Million
Q4 2020 Feb 04, 2021	SELL	$55.95 - $64.38 $369,381 - $425,036	-6,602 Reduced 4.22%	149,881 $19.2 Million
Q3 2020 Nov 10, 2020	SELL	$51.42 - $61.56 $329,807 - $394,845	-6,414 Reduced 3.94%	156,483 $18 Million
Q2 2020 Jul 27, 2020	SELL	$37.99 - $51.32 $72,750 - $98,277	-1,915 Reduced 1.16%	162,897 $16.5 Million
Q1 2020 Apr 23, 2020	SELL	$34.6 - $51.17 $22,939 - $33,925	-663 Reduced 0.4%	164,812 $13.1 Million
Q4 2019 Feb 05, 2020	BUY	$40.97 - $46.72 $325,916 - $371,657	7,955 Added 5.05%	165,475 $15.4 Million
Q3 2019 Oct 30, 2019	SELL	$41.7 - $42.86 $145,866 - $149,924	-3,498 Reduced 2.17%	157,520 $13.2 Million
Q2 2019 Jul 23, 2019	BUY	N/A	4,738 Added 3.03%	161,018 $13.4 Million
Q1 2019 Apr 26, 2019	BUY	N/A	4,230 Added 2.78%	156,280 $12.4 Million
Q4 2018 Feb 11, 2019	BUY	N/A	152,050 New	152,050 $10.5 Million

Others Institutions Holding SCHG

# of Institutions

1,366

Shares Held

1.89B

Call Options Held

167K

Put Options Held

96.6K

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About SCHWAB STRATEGIC TR US LARGE-C

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Marshall Financial Group Inc Schwab Strategic Tr Us Large C Transaction History