Marshall Financial Group Inc Schwab Strategic Tr Us Emergin Transaction History

Marshall Financial Group Inc

$318 Million
Q1 2025

A detailed history of Marshall Financial Group Inc transactions in Schwab Strategic Tr Us Emergin stock. As of the latest transaction made, Marshall Financial Group Inc holds 80,047 shares of SCHE stock, worth $2.32 Million. This represents 0.69% of its overall portfolio holdings.

Number of Shares

80,047

Previous 83,284 3.89%

Holding current value

$2.32 Million

Previous $2.22 Million 0.5%

% of portfolio

0.69%

Previous 0.68%

26 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 30, 2025	SELL	$25.81 - $28.52 $83,546 - $92,319	-3,237 Reduced 3.89%	80,047 $2.21 Million
Q4 2024 Jan 24, 2025	BUY	$26.63 - $30.23 $48,786 - $55,381	1,832 Added 2.25%	83,284 $2.22 Million
Q3 2024 Nov 04, 2024	SELL	$25.45 - $29.53 $24,355 - $28,260	-957 Reduced 1.16%	81,452 $2.38 Million
Q2 2024 Aug 09, 2024	BUY	$24.67 - $27.2 $90,908 - $100,232	3,685 Added 4.68%	82,409 $2.19 Million
Q1 2024 May 08, 2024	SELL	$23.47 - $25.45 $5,445 - $5,904	-232 Reduced 0.29%	78,724 $1.99 Million
Q4 2023 Feb 07, 2024	BUY	$23.04 - $24.89 $229,754 - $248,203	9,972 Added 14.46%	78,956 $1.96 Million
Q3 2023 Nov 02, 2023	SELL	$23.83 - $26.11 $6,958 - $7,624	-292 Reduced 0.42%	68,984 $1.65 Million
Q2 2023 Aug 10, 2023	SELL	$23.66 - $25.54 $89,600 - $96,719	-3,787 Reduced 5.18%	69,276 $1.71 Million
Q1 2023 May 02, 2023	SELL	$23.32 - $26.39 $21,104 - $23,882	-905 Reduced 1.22%	73,063 $1.79 Million
Q4 2022 Feb 03, 2023	BUY	$21.59 - $24.95 $16,408 - $18,962	760 Added 1.04%	73,968 $1.75 Million
Q3 2022 Nov 14, 2022	SELL	$22.4 - $25.83 $87,628 - $101,046	-3,912 Reduced 5.07%	73,208 $1.64 Million
Q2 2022 Aug 10, 2022	BUY	$24.51 - $28.87 $22,622 - $26,647	923 Added 1.21%	77,120 $1.96 Million
Q1 2022 May 10, 2022	SELL	$25.61 - $30.82 $15,289 - $18,399	-597 Reduced 0.78%	76,197 $2.12 Million
Q4 2021 Feb 08, 2022	SELL	$28.68 - $31.96 $68,745 - $76,608	-2,397 Reduced 3.03%	76,794 $2.28 Million
Q3 2021 Nov 15, 2021	BUY	$29.81 - $32.7 $77,982 - $85,543	2,616 Added 3.42%	79,191 $2.41 Million
Q2 2021 Jul 29, 2021	SELL	$31.06 - $33.61 $184,900 - $200,080	-5,953 Reduced 7.21%	76,575 $2.52 Million
Q1 2021 May 10, 2021	BUY	$30.78 - $34.63 $118,225 - $133,013	3,841 Added 4.88%	82,528 $2.62 Million
Q4 2020 Feb 04, 2021	BUY	$26.72 - $30.68 $231,822 - $266,179	8,676 Added 12.39%	78,687 $2.41 Million
Q3 2020 Nov 10, 2020	BUY	$24.69 - $27.71 $89,723 - $100,698	3,634 Added 5.47%	70,011 $1.87 Million
Q2 2020 Jul 27, 2020	SELL	$19.87 - $25.05 $372,105 - $469,111	-18,727 Reduced 22.0%	66,377 $1.62 Million
Q1 2020 Apr 23, 2020	SELL	$18.68 - $28.22 $518,388 - $783,133	-27,751 Reduced 24.59%	85,104 $1.76 Million
Q4 2019 Feb 05, 2020	BUY	$24.83 - $27.51 $224,165 - $248,360	9,028 Added 8.7%	112,855 $3.09 Million
Q3 2019 Oct 30, 2019	SELL	$25.08 - $25.94 $16,653 - $17,224	-664 Reduced 0.64%	103,827 $2.61 Million
Q2 2019 Jul 23, 2019	BUY	N/A	5,843 Added 5.92%	104,491 $2.74 Million
Q1 2019 Apr 26, 2019	BUY	N/A	2,677 Added 2.79%	98,648 $2.57 Million
Q4 2018 Feb 11, 2019	BUY	N/A	95,971 New	95,971 $2.26 Million

Others Institutions Holding SCHE

# of Institutions

847

Shares Held

150M

Call Options Held

30.5K

Put Options Held

300

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Marshall Financial Group Inc Schwab Strategic Tr Us Emergin Transaction History