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

Marshall Financial Group Inc

$363 Million
Q3 2025

A detailed history of Marshall Financial Group Inc transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Marshall Financial Group Inc holds 1,081,761 shares of SCHV stock, worth $31.4 Million. This represents 8.67% of its overall portfolio holdings.

Number of Shares

1,081,761

Previous 1,050,718 2.95%

Holding current value

$31.4 Million

Previous $29.1 Million 8.31%

% of portfolio

8.67%

Previous 8.71%

28 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 04, 2025	BUY	$27.61 - $29.15 $857,097 - $904,903	31,043 Added 2.95%	1,081,761 $31.5 Million
Q2 2025 Aug 04, 2025	SELL	$23.55 - $27.67 $7,700 - $9,048	-327 Reduced 0.03%	1,050,718 $29.1 Million
Q1 2025 Apr 30, 2025	BUY	$25.77 - $27.6 $1.25 Million - $1.33 Million	48,349 Added 4.82%	1,051,045 $27.9 Million
Q4 2024 Jan 24, 2025	BUY	$25.79 - $80.4 $17.3 Million - $53.8 Million	668,989 Added 200.47%	1,002,696 $26.1 Million
Q3 2024 Nov 04, 2024	BUY	$73.43 - $80.37 $1.18 Million - $1.3 Million	16,132 Added 5.08%	333,707 $26.8 Million

Q2 2024 Aug 09, 2024	BUY	$71.74 - $75.86 $732,895 - $774,985	10,216 Added 3.32%	317,575 $23.5 Million
Q1 2024 May 08, 2024	BUY	$68.82 - $75.98 $640,920 - $707,601	9,313 Added 3.12%	307,359 $23.4 Million
Q4 2023 Feb 07, 2024	SELL	$61.16 - $70.24 $11,926 - $13,696	-195 Reduced 0.07%	298,046 $20.9 Million
Q3 2023 Nov 02, 2023	SELL	$64.45 - $69.39 $558,201 - $600,986	-8,661 Reduced 2.82%	298,241 $19.2 Million
Q2 2023 Aug 10, 2023	BUY	$63.33 - $67.21 $377,890 - $401,042	5,967 Added 1.98%	306,902 $20.6 Million
Q1 2023 May 02, 2023	SELL	$62.59 - $69.3 $436,001 - $482,743	-6,966 Reduced 2.26%	300,935 $19.7 Million
Q4 2022 Feb 03, 2023	BUY	$59.13 - $69.24 $20,695 - $24,234	350 Added 0.11%	307,901 $20.3 Million
Q3 2022 Nov 14, 2022	SELL	$58.51 - $69.02 $453,218 - $534,628	-7,746 Reduced 2.46%	307,551 $18 Million
Q2 2022 Aug 10, 2022	SELL	$60.93 - $72.3 $57,274 - $67,962	-940 Reduced 0.3%	315,297 $19.7 Million
Q1 2022 May 10, 2022	BUY	$67.71 - $74.19 $840,281 - $920,697	12,410 Added 4.08%	316,237 $22.6 Million
Q4 2021 Feb 08, 2022	BUY	$67.9 - $73.3 $1.03 Million - $1.11 Million	15,098 Added 5.23%	303,827 $22.2 Million
Q3 2021 Nov 15, 2021	BUY	$66.91 - $71.05 $566,861 - $601,935	8,472 Added 3.02%	288,729 $19.5 Million
Q2 2021 Jul 29, 2021	BUY	$65.81 - $69.75 $301,014 - $319,036	4,574 Added 1.66%	280,257 $19.2 Million
Q1 2021 May 10, 2021	BUY	$58.71 - $65.66 $544,828 - $609,324	9,280 Added 3.48%	275,683 $18 Million
Q4 2020 Feb 04, 2021	BUY	$50.83 - $59.53 $1.13 Million - $1.32 Million	22,140 Added 9.06%	266,403 $15.9 Million
Q3 2020 Nov 10, 2020	BUY	$49.44 - $54.86 $902,527 - $1 Million	18,255 Added 8.08%	244,263 $12.7 Million
Q2 2020 Jul 27, 2020	SELL	$42.21 - $55.29 $302,350 - $396,042	-7,163 Reduced 3.07%	226,008 $11.3 Million
Q1 2020 Apr 23, 2020	SELL	$38.4 - $61.03 $432,230 - $686,953	-11,256 Reduced 4.61%	233,171 $10.3 Million
Q4 2019 Feb 05, 2020	BUY	$54.73 - $60.25 $563,171 - $619,972	10,290 Added 4.39%	244,427 $14.7 Million
Q3 2019 Oct 30, 2019	BUY	$56.56 - $57.5 $196,206 - $199,467	3,469 Added 1.5%	234,137 $13.3 Million
Q2 2019 Jul 23, 2019	BUY	N/A	18,286 Added 8.61%	230,668 $13 Million
Q1 2019 Apr 26, 2019	BUY	N/A	7,030 Added 3.42%	212,382 $11.6 Million
Q4 2018 Feb 11, 2019	BUY	N/A	205,352 New	205,352 $10.1 Million

Others Institutions Holding SCHV

# of Institutions

974

Shares Held

358M

Call Options Held

Put Options Held

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