Marshall Financial Group Inc Schwab Us Aggregate Bond ETF Transaction History

Marshall Financial Group Inc

  • $303 Million
  • Q1 2024

A detailed history of Marshall Financial Group Inc transactions in Schwab Us Aggregate Bond ETF stock. As of the latest transaction made, Marshall Financial Group Inc holds 87,207 shares of SCHZ stock, worth $3.95 Million. This represents 1.32% of its overall portfolio holdings.

Number of Shares
87,207
Previous 84,085 3.71%
Holding current value
$3.95 Million
Previous $3.92 Million 2.32%
% of portfolio
1.32%
Previous 1.4%

Shares

22 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 08, 2024
BUY
$45.44 - $46.67 $141,863 - $145,703
3,122 Added 3.71%
87,207 $4.01 Million
Q4 2023

Feb 07, 2024
BUY
$43.09 - $46.83 $976,591 - $1.06 Million
22,664 Added 36.9%
84,085 $3.92 Million
Q3 2023

Nov 02, 2023
BUY
$44.14 - $46.33 $206,045 - $216,268
4,668 Added 8.23%
61,421 $2.72 Million
Q2 2023

Aug 10, 2023
BUY
$45.86 - $47.33 $218,889 - $225,906
4,773 Added 9.18%
56,753 $2.62 Million
Q1 2023

May 02, 2023
SELL
$45.33 - $47.44 $225,698 - $236,203
-4,979 Reduced 8.74%
51,980 $2.44 Million
Q4 2022

Feb 03, 2023
BUY
$44.31 - $47.03 $847,827 - $899,872
19,134 Added 50.59%
56,959 $2.6 Million
Q3 2022

Nov 14, 2022
BUY
N/A
6,741 Added 21.69%
37,825 $1.71 Million
Q2 2022

Aug 10, 2022
BUY
N/A
8,797 Added 39.47%
31,084 $1.49 Million
Q1 2022

May 10, 2022
SELL
N/A
-323 Reduced 1.43%
22,287 $1.13 Million
Q4 2021

Feb 08, 2022
SELL
N/A
-809 Reduced 3.45%
22,610 $1.22 Million
Q3 2021

Nov 15, 2021
SELL
N/A
-4,021 Reduced 14.65%
23,419 $1.27 Million
Q2 2021

Jul 29, 2021
BUY
N/A
683 Added 2.55%
27,440 $1.5 Million
Q1 2021

May 10, 2021
BUY
N/A
19 Added 0.07%
26,757 $1.44 Million
Q4 2020

Feb 04, 2021
SELL
N/A
-76 Reduced 0.28%
26,738 $1.5 Million
Q3 2020

Nov 10, 2020
SELL
N/A
-259 Reduced 0.96%
26,814 $1.5 Million
Q2 2020

Jul 27, 2020
BUY
N/A
726 Added 2.76%
27,073 $1.52 Million
Q1 2020

Apr 23, 2020
BUY
N/A
118 Added 0.45%
26,347 $1.43 Million
Q4 2019

Feb 05, 2020
BUY
N/A
7,465 Added 39.78%
26,229 $1.4 Million
Q3 2019

Oct 30, 2019
BUY
N/A
1,711 Added 10.03%
18,764 $1.01 Million
Q2 2019

Jul 23, 2019
BUY
N/A
1,535 Added 9.89%
17,053 $904,000
Q1 2019

Apr 26, 2019
BUY
N/A
7,823 Added 101.66%
15,518 $805,000
Q4 2018

Feb 11, 2019
BUY
N/A
7,695 New
7,695 $389,000

Others Institutions Holding SCHZ

# of Institutions
603
Shares Held
105M
Call Options Held
600
Put Options Held
3.6K
View Full List

About SCHWAB US AGGREGATE BOND ETF

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