Marshall Financial Group Inc Schwab Strategic Tr Intl Small Transaction History

Marshall Financial Group Inc

$318 Million
Q1 2025

A detailed history of Marshall Financial Group Inc transactions in Schwab Strategic Tr Intl Small stock. As of the latest transaction made, Marshall Financial Group Inc holds 20,576 shares of SCHC stock, worth $825,714. This represents 0.23% of its overall portfolio holdings.

Number of Shares

20,576

Previous 21,314 3.46%

Holding current value

$825,714

Previous $731,000 0.96%

% of portfolio

0.23%

Previous 0.22%

19 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 30, 2025	SELL	$33.57 - $37.22 $24,774 - $27,468	-738 Reduced 3.46%	20,576 $738,000
Q4 2024 Jan 24, 2025	BUY	$33.93 - $38.37 $23,513 - $26,590	693 Added 3.36%	21,314 $731,000
Q3 2024 Nov 04, 2024	BUY	$34.48 - $38.87 $144,781 - $163,215	4,199 Added 25.57%	20,621 $794,000
Q2 2024 Aug 09, 2024	SELL	$34.12 - $36.71 $1,774 - $1,908	-52 Reduced 0.32%	16,422 $584,000
Q1 2024 May 08, 2024	BUY	$33.2 - $35.86 $3,585 - $3,872	108 Added 0.66%	16,474 $589,000
Q4 2023 Feb 07, 2024	BUY	$30.0 - $35.05 $12,630 - $14,756	421 Added 2.64%	16,366 $571,000
Q2 2023 Aug 10, 2023	BUY	$32.67 - $34.58 $2,580 - $2,731	79 Added 0.5%	15,945 $538,000
Q4 2022 Feb 03, 2023	BUY	$27.31 - $32.98 $7,401 - $8,937	271 Added 1.74%	15,866 $499,000
Q1 2022 May 10, 2022	BUY	$34.89 - $41.24 $209 - $247	6 Added 0.04%	15,595 $592,000
Q4 2021 Feb 08, 2022	SELL	$39.06 - $43.63 $71,050 - $79,362	-1,819 Reduced 10.45%	15,589 $638,000
Q2 2021 Jul 29, 2021	BUY	$40.16 - $43.04 $3,574 - $3,830	89 Added 0.51%	17,408 $724,000
Q4 2020 Feb 04, 2021	BUY	$31.39 - $37.85 $8,789 - $10,598	280 Added 1.64%	17,319 $652,000
Q2 2020 Jul 27, 2020	SELL	$23.02 - $31.17 $104,027 - $140,857	-4,519 Reduced 20.96%	17,039 $504,000
Q1 2020 Apr 23, 2020	BUY	$20.7 - $34.9 $136,288 - $229,781	6,584 Added 43.97%	21,558 $526,000
Q4 2019 Feb 05, 2020	BUY	$31.2 - $34.65 $1,716 - $1,905	55 Added 0.37%	14,974 $519,000
Q3 2019 Oct 30, 2019	BUY	$31.72 - $32.37 $285 - $291	9 Added 0.06%	14,919 $474,000
Q2 2019 Jul 23, 2019	SELL	N/A	-1,891 Reduced 11.26%	14,910 $487,000
Q1 2019 Apr 26, 2019	SELL	N/A	-17,953 Reduced 51.66%	16,801 $542,000
Q4 2018 Feb 11, 2019	BUY	N/A	34,754 New	34,754 $1.01 Million

Others Institutions Holding SCHC

# of Institutions

458

Shares Held

44.1M

Call Options Held

Put Options Held

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About SCHWAB STRATEGIC TR INTL SMALL

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Marshall Financial Group Inc Schwab Strategic Tr Intl Small Transaction History