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

Marshall Financial Group Inc

  • $303 Million
  • Q1 2024

A detailed history of Marshall Financial Group Inc transactions in Schwab Strategic Tr Us Small C stock. As of the latest transaction made, Marshall Financial Group Inc holds 393,283 shares of SCHA stock, worth $18.5 Million. This represents 6.38% of its overall portfolio holdings.

Number of Shares
393,283
Previous 387,270 1.55%
Holding current value
$18.5 Million
Previous $18.3 Million 5.85%
% of portfolio
6.38%
Previous 6.53%

Shares

22 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 08, 2024
BUY
$44.84 - $49.24 $269,622 - $296,080
6,013 Added 1.55%
393,283 $19.4 Million
Q4 2023

Feb 07, 2024
BUY
$38.13 - $48.02 $564,095 - $710,407
14,794 Added 3.97%
387,270 $18.3 Million
Q3 2023

Nov 02, 2023
SELL
$40.85 - $46.1 $119,282 - $134,612
-2,920 Reduced 0.78%
372,476 $15.4 Million
Q2 2023

Aug 10, 2023
SELL
$39.91 - $43.82 $114,501 - $125,719
-2,869 Reduced 0.76%
375,396 $16.4 Million
Q1 2023

May 02, 2023
SELL
$39.82 - $46.36 $404,093 - $470,461
-10,148 Reduced 2.61%
378,265 $15.9 Million
Q4 2022

Feb 03, 2023
BUY
$39.61 - $43.54 $688,659 - $756,986
17,386 Added 4.69%
388,413 $15.7 Million
Q3 2022

Nov 14, 2022
SELL
N/A
-4,039 Reduced 1.08%
371,027 $14 Million
Q2 2022

Aug 10, 2022
SELL
N/A
-668 Reduced 0.18%
375,066 $14.6 Million
Q1 2022

May 10, 2022
BUY
N/A
205,997 Added 121.36%
375,734 $17.8 Million
Q4 2021

Feb 08, 2022
BUY
N/A
3,270 Added 1.96%
169,737 $17.4 Million
Q3 2021

Nov 15, 2021
BUY
N/A
4,136 Added 2.55%
166,467 $16.7 Million
Q2 2021

Jul 29, 2021
BUY
N/A
1,588 Added 0.99%
162,331 $16.9 Million
Q1 2021

May 10, 2021
SELL
N/A
-923 Reduced 0.57%
160,743 $16 Million
Q4 2020

Feb 04, 2021
BUY
N/A
4,430 Added 2.82%
161,666 $14.4 Million
Q3 2020

Nov 10, 2020
SELL
N/A
-475 Reduced 0.3%
157,236 $10.7 Million
Q2 2020

Jul 27, 2020
SELL
N/A
-24,958 Reduced 13.66%
157,711 $10.3 Million
Q1 2020

Apr 23, 2020
SELL
N/A
-26,545 Reduced 12.69%
182,669 $9.41 Million
Q4 2019

Feb 05, 2020
BUY
N/A
4,041 Added 1.97%
209,214 $15.8 Million
Q3 2019

Oct 30, 2019
BUY
N/A
12,977 Added 6.75%
205,173 $14.3 Million
Q2 2019

Jul 23, 2019
BUY
N/A
12,443 Added 6.92%
192,196 $13.7 Million
Q1 2019

Apr 26, 2019
BUY
N/A
16,737 Added 10.27%
179,753 $12.6 Million
Q4 2018

Feb 11, 2019
BUY
N/A
163,016 New
163,016 $9.89 Million

Others Institutions Holding SCHA

# of Institutions
1,103
Shares Held
225M
Call Options Held
56K
Put Options Held
25.6K
View Full List

About SCHWAB STRATEGIC TR US SMALL-C

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