Marshall Financial Group Inc Incresed Positions in Q3 2024

Marshall Financial Group Inc

  • $331 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
SCHV
Schwab Strategic Tr Us Large C

ETFs
16.1K
+ 5.08%
$73.43 - $80.37 $1.18M - $1.3M
334K $26.8M
SCHP
Schwab Strategic Us Tips ETF

ETFs
28K
+ 7.02%
$51.58 - $53.79 $1.45M - $1.51M
428K $22.9M
VO
Vanguard Mid Cap ETF

ETFs
2.36K
+ 4.05%
$237.84 - $263.83 $562K - $623K
60.6K $16M
VB
Vanguard Small Cap ETF

ETFs
1.17K
+ 1.42%
$214.77 - $237.72 $251K - $277K
83.6K $19.8M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
1.23K
+ 3.65%
$475.2 - $527.7 $586K - $651K
35K $18.5M
VTV
Vanguard Value ETF

ETFs
295
+ 0.27%
$159.75 - $174.57 $47.1K - $51.5K
108K $18.8M
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
2.56K
+ 1.21%
$75.47 - $83.18 $193K - $213K
214K $17.8M
VCIT
Vanguard Intermediate Term Cor

ETFs
13.4K
+ 68.65%
$79.29 - $84.02 $1.07M - $1.13M
33K $2.76M
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
6.24K
+ 1.9%
$36.98 - $41.55 $231K - $259K
335K $13.8M
USRT
Ishares Core U.S. Reit ETF

ETFs
903
+ 0.81%
$53.07 - $62.66 $47.9K - $56.6K
112K $6.89M
SCHZ
Schwab Us Aggregate Bond ETF

ETFs
12.9K
+ 14.53%
$45.2 - $47.87 $584K - $619K
102K $4.84M
SCHH
Schwab Strategic U.S. Reit ETF

ETFs
7.26K
+ 4.45%
$19.78 - $23.53 $144K - $171K
170K $3.95M
SCHC
Schwab Strategic Tr Intl Small

ETFs
4.2K
+ 25.57%
$34.48 - $38.87 $145K - $163K
20.6K $794K
ESGV
Vanguard World Fd Esg U.S. Sto

ETFs
1.13K
+ 6.45%
$91.37 - $101.65 $103K - $115K
18.7K $1.9M
VSGX
Vanguard World Fd Esg Intl Stk

ETFs
728
+ 2.74%
$55.06 - $62.25 $40.1K - $45.3K
27.3K $1.68M
AAPL
Apple Inc.

Technology
2
+ 0.03%
$207.23 - $234.82 $414 - $470
7.05K $1.64M
IWB
Ishares Tr Russell 1000 ETF

ETFs
10
+ 0.17%
$283.28 - $314.39 $2.83K - $3.14K
5.8K $1.82M
IWM
Ishares Russell 2000 ETF

ETFs
4
+ 0.09%
$200.87 - $224.6 $803 - $898
4.34K $957K
BNDX
Vanguard Total International B

ETFs
369
+ 1.06%
$48.42 - $50.35 $17.9K - $18.6K
35.3K $1.77M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
112
+ 0.72%
$41.9 - $48.26 $4.69K - $5.41K
15.7K $749K
RSP
Invesco S&P 500 Equal Weight E

ETFs
14
+ 0.4%
$162.83 - $179.16 $2.28K - $2.51K
3.52K $629K
IWP
Ishares Russell Mid Cap Growth

ETFs
9
+ 0.12%
$103.87 - $117.59 $935 - $1.06K
7.7K $902K
AOA
Ishares Tr Core Aggressive All

ETFs
145
+ 1.76%
$72.11 - $79.05 $10.5K - $11.5K
8.39K $661K
TIP
Ishares Tr Tips Bd ETF

ETFs
58
+ 0.6%
$105.92 - $110.83 $6.14K - $6.43K
9.78K $1.08M
IWS
Ishares Russell Midcap Value E

ETFs
12
+ 0.37%
$119.52 - $132.25 $1.43K - $1.59K
3.26K $431K
RWR
Spdr Dow Jones Reit ETF

ETFs
3
+ 0.12%
$92.36 - $108.47 $277 - $325
2.53K $269K
IWN
Ishares Russell2000 Val ETF

ETFs
9
+ 0.53%
$150.05 - $171.34 $1.35K - $1.54K
1.7K $284K
MUB
Ishares National Muni Bond ETF

ETFs
59
+ 0.69%
$106.13 - $108.7 $6.26K - $6.41K
8.56K $929K
AOR
Ishares Tr Core Growth Allocat

ETFs
42
+ 1.16%
$55.15 - $59.31 $2.32K - $2.49K
3.67K $217K
VGT
Vanguard Information Technolog

ETFs
2
+ 0.2%
$514.43 - $606.85 $1.03K - $1.21K
982 $575K
BAC
Bank Of America Corp

Financial Services
53
+ 0.63%
$36.65 - $44.13 $1.94K - $2.34K
8.47K $336K
Activity Summary
Buys All Purchases 35 New Holdings 3 Increased Positions 32 Sells All Sells 14 Reductions 14 Sold out 0 Options Calls 0 Puts 0
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