Marshall Financial Group Inc Schwab Us Aggregate Bond ETF Transaction History

Marshall Financial Group Inc

$318 Million
Q1 2025

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 184,298 shares of SCHZ stock, worth $4.21 Million. This represents 1.34% of its overall portfolio holdings.

Number of Shares

184,298

Previous 195,694 5.82%

Holding current value

$4.21 Million

Previous $4.44 Million 3.92%

% of portfolio

1.34%

Previous 1.36%

26 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 30, 2025	SELL	$22.46 - $23.26 $255,954 - $265,070	-11,396 Reduced 5.82%	184,298 $4.27 Million
Q4 2024 Jan 24, 2025	BUY	$22.63 - $47.53 $2.12 Million - $4.46 Million	93,831 Added 92.11%	195,694 $4.44 Million
Q3 2024 Nov 04, 2024	BUY	$45.2 - $47.87 $584,210 - $618,719	12,925 Added 14.53%	101,863 $4.84 Million
Q2 2024 Aug 09, 2024	BUY	$44.66 - $45.99 $77,306 - $79,608	1,731 Added 1.98%	88,938 $4.05 Million
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	$44.04 - $47.03 $842,661 - $899,872	19,134 Added 50.59%	56,959 $2.6 Million
Q3 2022 Nov 14, 2022	BUY	$44.98 - $49.09 $303,210 - $330,915	6,741 Added 21.69%	37,825 $1.71 Million
Q2 2022 Aug 10, 2022	BUY	$46.62 - $50.36 $410,116 - $443,016	8,797 Added 39.47%	31,084 $1.49 Million
Q1 2022 May 10, 2022	SELL	$50.05 - $53.52 $16,166 - $17,286	-323 Reduced 1.43%	22,287 $1.13 Million
Q4 2021 Feb 08, 2022	SELL	$53.63 - $54.52 $43,386 - $44,106	-809 Reduced 3.45%	22,610 $1.22 Million
Q3 2021 Nov 15, 2021	SELL	$54.26 - $55.17 $218,179 - $221,838	-4,021 Reduced 14.65%	23,419 $1.27 Million
Q2 2021 Jul 29, 2021	BUY	$53.9 - $54.6 $36,813 - $37,291	683 Added 2.55%	27,440 $1.5 Million
Q1 2021 May 10, 2021	BUY	$53.75 - $55.97 $1,021 - $1,063	19 Added 0.07%	26,757 $1.44 Million
Q4 2020 Feb 04, 2021	SELL	$55.56 - $56.23 $4,222 - $4,273	-76 Reduced 0.28%	26,738 $1.5 Million
Q3 2020 Nov 10, 2020	SELL	$56.07 - $56.92 $14,522 - $14,742	-259 Reduced 0.96%	26,814 $1.5 Million
Q2 2020 Jul 27, 2020	BUY	$54.35 - $56.24 $39,458 - $40,830	726 Added 2.76%	27,073 $1.52 Million
Q1 2020 Apr 23, 2020	BUY	$50.33 - $56.09 $5,938 - $6,618	118 Added 0.45%	26,347 $1.43 Million
Q4 2019 Feb 05, 2020	BUY	$53.21 - $54.14 $397,212 - $404,155	7,465 Added 39.78%	26,229 $1.4 Million
Q3 2019 Oct 30, 2019	BUY	$53.15 - $53.86 $90,939 - $92,154	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

703

Shares Held

173M

Call Options Held

1.7K

Put Options Held

View Full List

About SCHWAB US AGGREGATE BOND ETF

Ticker SCHZ
Sector ETFs
Industry ETFs

More about SCHZ

Track This Portfolio

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.

Account

Marshall Financial Group Inc Schwab Us Aggregate Bond ETF Transaction History