Marshall Financial Group Inc Schwab Strategic Tr Intl Small Transaction History

Marshall Financial Group Inc

  • $327 Million
  • Q4 2024

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 21,314 shares of SCHC stock, worth $760,483. This represents 0.22% of its overall portfolio holdings.

Number of Shares
21,314
Previous 20,621 3.36%
Holding current value
$760,483
Previous $794,000 7.93%
% of portfolio
0.22%
Previous 0.24%

Shares

18 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
436
Shares Held
52.1M
Call Options Held
0
Put Options Held
0
View Full List

About SCHWAB STRATEGIC TR INTL SMALL

SCHC Quotes by TradingView
  • Ticker SCHC
  • Sector ETFs
  • Industry ETFs
More about SCHC
Track This Portfolio

Track Marshall Financial Group Inc Portfolio

Follow Marshall Financial Group Inc and customize your updates to receive the information that matters most to you.

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.

Choose your preferred platform and Sign Up 👇 Telegram Email