Marshall Financial Group Inc Schwab Strategic U.S. Reit ETF Transaction History

Marshall Financial Group Inc

$327 Million
Q4 2024

A detailed history of Marshall Financial Group Inc transactions in Schwab Strategic U.S. Reit ETF stock. As of the latest transaction made, Marshall Financial Group Inc holds 148,893 shares of SCHH stock, worth $3.21 Million. This represents 0.96% of its overall portfolio holdings.

Number of Shares

148,893

Previous 170,315 12.58%

Holding current value

$3.21 Million

Previous $3.95 Million 20.55%

% of portfolio

0.96%

Previous 1.19%

25 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 24, 2025	SELL	$20.55 - $23.26 $440,222 - $498,275	-21,422 Reduced 12.58%	148,893 $3.14 Million
Q3 2024 Nov 04, 2024	BUY	$19.78 - $23.53 $143,503 - $170,710	7,255 Added 4.45%	170,315 $3.95 Million
Q2 2024 Aug 09, 2024	BUY	$18.53 - $20.2 $27,998 - $30,522	1,511 Added 0.94%	163,060 $3.26 Million
Q1 2024 May 08, 2024	BUY	$19.39 - $20.93 $344,366 - $371,716	17,760 Added 12.35%	161,549 $3.28 Million
Q4 2023 Feb 07, 2024	BUY	$16.76 - $20.95 $235,394 - $294,242	14,045 Added 10.83%	143,789 $2.98 Million
Q3 2023 Nov 02, 2023	BUY	$17.52 - $20.27 $52,945 - $61,255	3,022 Added 2.38%	129,744 $2.3 Million
Q2 2023 Aug 10, 2023	BUY	$18.34 - $19.64 $38,018 - $40,713	2,073 Added 1.66%	126,722 $2.47 Million
Q1 2023 May 02, 2023	SELL	$18.01 - $21.78 $120,450 - $145,664	-6,688 Reduced 5.09%	124,649 $2.43 Million
Q4 2022 Feb 03, 2023	BUY	$17.68 - $20.46 $158,642 - $183,587	8,973 Added 7.33%	131,337 $2.53 Million
Q3 2022 Nov 14, 2022	BUY	$18.45 - $23.6 $153,983 - $196,965	8,346 Added 7.32%	122,364 $2.29 Million
Q2 2022 Aug 10, 2022	SELL	$20.18 - $25.97 $44,739 - $57,575	-2,217 Reduced 1.91%	114,018 $2.41 Million
Q1 2022 May 10, 2022	BUY	$22.75 - $26.16 $1.26 Million - $1.44 Million	55,233 Added 90.54%	116,235 $2.89 Million
Q4 2021 Feb 08, 2022	SELL	$22.99 - $26.35 $141,917 - $162,658	-6,173 Reduced 9.19%	61,002 $3.21 Million
Q3 2021 Nov 15, 2021	BUY	$22.84 - $24.92 $1,872 - $2,043	82 Added 0.12%	67,175 $3.07 Million
Q2 2021 Jul 29, 2021	SELL	$20.92 - $23.68 $13,284 - $15,036	-635 Reduced 0.94%	67,093 $3.07 Million
Q1 2021 May 10, 2021	BUY	$18.25 - $20.79 $172,499 - $196,507	9,452 Added 16.22%	67,728 $2.78 Million
Q4 2020 Feb 04, 2021	SELL	$17.04 - $19.33 $74,993 - $85,071	-4,401 Reduced 7.02%	58,276 $2.21 Million
Q3 2020 Nov 10, 2020	SELL	$16.99 - $18.73 $29,256 - $32,253	-1,722 Reduced 2.67%	62,677 $2.22 Million
Q2 2020 Jul 27, 2020	SELL	$14.77 - $20.35 $101,720 - $140,150	-6,887 Reduced 9.66%	64,399 $2.27 Million
Q1 2020 Apr 23, 2020	BUY	$13.54 - $24.27 $5,537 - $9,926	409 Added 0.58%	71,286 $2.33 Million
Q4 2019 Feb 05, 2020	BUY	$22.24 - $24.07 $109,376 - $118,376	4,918 Added 7.46%	70,877 $3.26 Million
Q3 2019 Oct 30, 2019	BUY	$23.18 - $23.61 $21,024 - $21,414	907 Added 1.39%	65,959 $3.11 Million
Q2 2019 Jul 23, 2019	BUY	N/A	7,006 Added 12.07%	65,052 $2.89 Million
Q1 2019 Apr 26, 2019	BUY	N/A	7,769 Added 15.45%	58,046 $2.58 Million
Q4 2018 Feb 11, 2019	BUY	N/A	50,277 New	50,277 $1.94 Million

Others Institutions Holding SCHH

# of Institutions

556

Shares Held

177M

Call Options Held

20.1K

Put Options Held

81.7K

View Full List

About SCHWAB STRATEGIC U.S. REIT ETF

Ticker SCHH
Sector ETFs
Industry ETFs

More about SCHH

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Marshall Financial Group Inc , based on Form 13F filings with the SEC.

News

Stay updated on Marshall Financial Group Inc with notifications on news.

Account

Marshall Financial Group Inc Schwab Strategic U.S. Reit ETF Transaction History