Marshall Financial Group Inc Schwab Strategic Us Tips ETF Transaction History

Marshall Financial Group Inc

$327 Million
Q4 2024

A detailed history of Marshall Financial Group Inc transactions in Schwab Strategic Us Tips ETF stock. As of the latest transaction made, Marshall Financial Group Inc holds 848,851 shares of SCHP stock, worth $22.4 Million. This represents 6.7% of its overall portfolio holdings.

Number of Shares

848,851

Previous 427,779 98.43%

Holding current value

$22.4 Million

Previous $22.9 Million 4.43%

% of portfolio

6.7%

Previous 6.93%

25 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 24, 2025	BUY	$25.74 - $53.78 $10.8 Million - $22.6 Million	421,072 Added 98.43%	848,851 $21.9 Million
Q3 2024 Nov 04, 2024	BUY	$51.58 - $53.79 $1.45 Million - $1.51 Million	28,049 Added 7.02%	427,779 $22.9 Million
Q2 2024 Aug 09, 2024	BUY	$51.1 - $52.24 $143,539 - $146,742	2,809 Added 0.71%	399,730 $20.8 Million
Q1 2024 May 08, 2024	BUY	$51.32 - $52.45 $1.18 Million - $1.21 Million	23,055 Added 6.17%	396,921 $20.7 Million
Q4 2023 Feb 07, 2024	SELL	$49.69 - $52.46 $171,728 - $181,301	-3,456 Reduced 0.92%	373,866 $19.5 Million
Q3 2023 Nov 02, 2023	BUY	$50.37 - $52.48 $501,987 - $523,015	9,966 Added 2.71%	377,322 $19.1 Million
Q2 2023 Aug 10, 2023	BUY	$52.18 - $54.02 $301,965 - $312,613	5,787 Added 1.6%	367,356 $19.3 Million
Q1 2023 May 02, 2023	BUY	$51.68 - $53.62 $1.54 Million - $1.6 Million	29,840 Added 9.0%	361,569 $19.4 Million
Q4 2022 Feb 03, 2023	BUY	$51.47 - $53.83 $224,769 - $235,075	4,367 Added 1.33%	331,729 $17.2 Million
Q3 2022 Nov 14, 2022	BUY	$51.8 - $57.88 $664,490 - $742,484	12,828 Added 4.08%	327,362 $17 Million
Q2 2022 Aug 10, 2022	BUY	$55.59 - $60.15 $1.27 Million - $1.37 Million	22,758 Added 7.8%	314,534 $17.6 Million
Q1 2022 May 10, 2022	BUY	$59.94 - $62.99 $240,659 - $252,904	4,015 Added 1.4%	291,776 $17.7 Million
Q4 2021 Feb 08, 2022	BUY	$62.25 - $63.89 $1.03 Million - $1.05 Million	16,468 Added 6.07%	287,761 $18.1 Million
Q3 2021 Nov 15, 2021	BUY	$62.25 - $63.89 $929,952 - $954,452	14,939 Added 5.83%	271,293 $17 Million
Q2 2021 Jul 29, 2021	BUY	$61.03 - $62.53 $121,693 - $124,684	1,994 Added 0.78%	256,354 $16 Million
Q1 2021 May 10, 2021	BUY	$60.52 - $62.31 $714,438 - $735,569	11,805 Added 4.87%	254,360 $15.6 Million
Q4 2020 Feb 04, 2021	SELL	$60.73 - $62.08 $32,976 - $33,709	-543 Reduced 0.22%	242,555 $15.1 Million
Q3 2020 Nov 10, 2020	SELL	$60.05 - $61.93 $45,818 - $47,252	-763 Reduced 0.31%	243,098 $15 Million
Q2 2020 Jul 27, 2020	SELL	$57.69 - $60.12 $81,689 - $85,129	-1,416 Reduced 0.58%	243,861 $14.6 Million
Q1 2020 Apr 23, 2020	SELL	$53.09 - $59.55 $232,852 - $261,186	-4,386 Reduced 1.76%	245,277 $14.1 Million
Q4 2019 Feb 05, 2020	SELL	$56.32 - $57.23 $110,049 - $111,827	-1,954 Reduced 0.78%	249,663 $14.1 Million
Q3 2019 Oct 30, 2019	SELL	$56.24 - $57.07 $218,267 - $221,488	-3,881 Reduced 1.52%	251,617 $14.3 Million
Q2 2019 Jul 23, 2019	BUY	N/A	1,606 Added 0.63%	255,498 $14.4 Million
Q1 2019 Apr 26, 2019	BUY	N/A	8,358 Added 3.4%	253,892 $14 Million
Q4 2018 Feb 11, 2019	BUY	N/A	245,534 New	245,534 $13.1 Million

Others Institutions Holding SCHP

# of Institutions

712

Shares Held

285M

Call Options Held

110K

Put Options Held

View Full List

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Marshall Financial Group Inc Schwab Strategic Us Tips ETF Transaction History