Marshall Financial Group Inc Schwab Strategic Tr Us Large 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 Large C stock. As of the latest transaction made, Marshall Financial Group Inc holds 1,252,919 shares of SCHX stock, worth $33.2 Million. This represents 9.17% of its overall portfolio holdings.

Number of Shares

1,252,919

Previous 1,392,035 9.99%

Holding current value

$33.2 Million

Previous $30.7 Million 0.37%

% of portfolio

9.17%

Previous 9.67%

27 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 04, 2025	SELL	$19.6 - $24.44 $2.73 Million - $3.4 Million	-139,116 Reduced 9.99%	1,252,919 $30.6 Million
Q1 2025 Apr 30, 2025	BUY	$21.75 - $24.28 $2.79 Million - $3.11 Million	128,057 Added 10.13%	1,392,035 $30.7 Million
Q4 2024 Jan 24, 2025	BUY	$22.4 - $68.28 $18.6 Million - $56.7 Million	830,387 Added 191.51%	1,263,978 $29.3 Million
Q3 2024 Nov 04, 2024	SELL	$61.11 - $67.85 $1.12 Million - $1.24 Million	-18,328 Reduced 4.06%	433,591 $29.4 Million
Q2 2024 Aug 09, 2024	BUY	$58.7 - $64.78 $165,886 - $183,068	2,826 Added 0.63%	451,919 $29 Million
Q1 2024 May 08, 2024	BUY	$55.41 - $62.08 $107,384 - $120,311	1,938 Added 0.43%	449,093 $27.9 Million
Q4 2023 Feb 07, 2024	SELL	$48.47 - $56.6 $229,069 - $267,491	-4,726 Reduced 1.05%	447,155 $25.2 Million
Q3 2023 Nov 02, 2023	SELL	$50.36 - $54.21 $1.16 Million - $1.25 Million	-22,976 Reduced 4.84%	451,881 $22.9 Million
Q2 2023 Aug 10, 2023	SELL	$47.67 - $52.37 $54,057 - $59,387	-1,134 Reduced 0.24%	474,857 $24.9 Million
Q1 2023 May 02, 2023	SELL	$44.78 - $49.41 $448,426 - $494,791	-10,014 Reduced 2.06%	475,991 $23 Million
Q4 2022 Feb 03, 2023	BUY	$42.25 - $48.16 $260,598 - $297,050	6,168 Added 1.29%	486,005 $21.9 Million
Q3 2022 Nov 14, 2022	BUY	$42.35 - $51.01 $145,556 - $175,321	3,437 Added 0.72%	479,837 $20.3 Million
Q2 2022 Aug 10, 2022	SELL	$43.35 - $54.51 $245,924 - $309,235	-5,673 Reduced 1.18%	476,400 $21.3 Million
Q1 2022 May 10, 2022	BUY	$49.51 - $57.27 $12 Million - $13.9 Million	242,427 Added 101.16%	482,073 $26 Million
Q4 2021 Feb 08, 2022	BUY	$51.9 - $57.29 $212,945 - $235,060	4,103 Added 1.74%	239,646 $27.3 Million
Q3 2021 Nov 15, 2021	SELL	$51.52 - $54.94 $179,341 - $191,246	-3,481 Reduced 1.46%	235,543 $24.5 Million
Q2 2021 Jul 29, 2021	SELL	$48.62 - $52.01 $9,869 - $10,558	-203 Reduced 0.08%	239,024 $24.9 Million
Q1 2021 May 10, 2021	SELL	$44.9 - $48.34 $242,864 - $261,471	-5,409 Reduced 2.21%	239,227 $23 Million
Q4 2020 Feb 04, 2021	BUY	$39.35 - $45.48 $539,252 - $623,257	13,704 Added 5.93%	244,636 $22.3 Million
Q3 2020 Nov 10, 2020	BUY	$37.26 - $43.03 $84,468 - $97,549	2,267 Added 0.99%	230,932 $18.6 Million
Q2 2020 Jul 27, 2020	BUY	$29.25 - $38.76 $48,262 - $63,954	1,650 Added 0.73%	228,665 $16.9 Million
Q1 2020 Apr 23, 2020	BUY	$26.61 - $40.52 $298,564 - $454,634	11,220 Added 5.2%	227,015 $13.9 Million
Q4 2019 Feb 05, 2020	BUY	$34.42 - $38.54 $29,979 - $33,568	871 Added 0.41%	215,795 $16.6 Million
Q3 2019 Oct 30, 2019	BUY	$35.28 - $36.01 $105,134 - $107,309	2,980 Added 1.41%	214,924 $15.2 Million
Q2 2019 Jul 23, 2019	BUY	N/A	9,652 Added 4.77%	211,944 $14.9 Million
Q1 2019 Apr 26, 2019	BUY	N/A	19,206 Added 10.49%	202,292 $13.7 Million
Q4 2018 Feb 11, 2019	BUY	N/A	183,086 New	183,086 $10.9 Million

Others Institutions Holding SCHX

# of Institutions

1,567

Shares Held

1.13B

Call Options Held

68.6K

Put Options Held

200

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