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

Marshall Financial Group Inc

$334 Million
Q2 2025

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 729,019 shares of SCHA stock, worth $20.6 Million. This represents 5.53% of its overall portfolio holdings.

Number of Shares

729,019

Previous 746,505 2.34%

Holding current value

$20.6 Million

Previous $17.5 Million 5.45%

% of portfolio

5.53%

Previous 5.5%

27 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 04, 2025	SELL	$20.42 - $25.3 $357,064 - $442,395	-17,486 Reduced 2.34%	729,019 $18.4 Million
Q1 2025 Apr 30, 2025	SELL	$23.16 - $27.04 $669,879 - $782,104	-28,924 Reduced 3.73%	746,505 $17.5 Million
Q4 2024 Jan 24, 2025	BUY	$25.33 - $51.16 $9.69 Million - $19.6 Million	382,397 Added 97.29%	775,429 $20.1 Million
Q3 2024 Nov 04, 2024	SELL	$46.9 - $51.96 $232,201 - $257,253	-4,951 Reduced 1.24%	393,032 $20.2 Million
Q2 2024 Aug 09, 2024	BUY	$45.24 - $49.04 $212,628 - $230,488	4,700 Added 1.2%	397,983 $18.9 Million
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	$38.25 - $43.54 $665,014 - $756,986	17,386 Added 4.69%	388,413 $15.7 Million
Q3 2022 Nov 14, 2022	SELL	$37.65 - $45.9 $152,068 - $185,390	-4,039 Reduced 1.08%	371,027 $14 Million
Q2 2022 Aug 10, 2022	SELL	$37.88 - $48.01 $25,303 - $32,070	-668 Reduced 0.18%	375,066 $14.6 Million
Q1 2022 May 10, 2022	BUY	$44.42 - $51.73 $9.15 Million - $10.7 Million	205,997 Added 121.36%	375,734 $17.8 Million
Q4 2021 Feb 08, 2022	BUY	$48.64 - $55.07 $159,052 - $180,078	3,270 Added 1.96%	169,737 $17.4 Million
Q3 2021 Nov 15, 2021	BUY	$48.3 - $52.49 $199,768 - $217,098	4,136 Added 2.55%	166,467 $16.7 Million
Q2 2021 Jul 29, 2021	BUY	$48.39 - $52.91 $76,843 - $84,021	1,588 Added 0.99%	162,331 $16.9 Million
Q1 2021 May 10, 2021	SELL	$43.89 - $52.63 $40,510 - $48,577	-923 Reduced 0.57%	160,743 $16 Million
Q4 2020 Feb 04, 2021	BUY	$34.66 - $45.17 $153,543 - $200,103	4,430 Added 2.82%	161,666 $14.4 Million
Q3 2020 Nov 10, 2020	SELL	$32.09 - $36.38 $15,242 - $17,280	-475 Reduced 0.3%	157,236 $10.7 Million
Q2 2020 Jul 27, 2020	SELL	$23.59 - $35.22 $588,759 - $879,020	-24,958 Reduced 13.66%	157,711 $10.3 Million
Q1 2020 Apr 23, 2020	SELL	$22.29 - $38.7 $591,688 - $1.03 Million	-26,545 Reduced 12.69%	182,669 $9.41 Million
Q4 2019 Feb 05, 2020	BUY	$33.63 - $38.03 $135,898 - $153,679	4,041 Added 1.97%	209,214 $15.8 Million
Q3 2019 Oct 30, 2019	BUY	$34.78 - $36.12 $451,340 - $468,729	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

1,277

Shares Held

257M

Call Options Held

61.6K

Put Options Held

2.1K

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About SCHWAB STRATEGIC TR US SMALL-C

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