Marshall Financial Group Inc Reduced Holdings in Q1 2025

Marshall Financial Group Inc

  • $318 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
USRT
Ishares Core U.S. Reit ETF

ETFs
-102K
- 95.05%
$55.14 - $60.29 $5.63M - $6.16M
5.32K $306K
SCHG
Schwab Strategic Tr Us Large C

ETFs
-38.2K
- 3.3%
$24.91 - $29.02 $952K - $1.11M
1.12M $28M
SCHH
Schwab Strategic U.S. Reit ETF

ETFs
-131K
- 87.96%
$20.2 - $22.24 $2.65M - $2.91M
17.9K $385K
SCHA
Schwab Strategic Tr Us Small C

ETFs
-28.9K
- 3.73%
$23.16 - $27.04 $670K - $782K
747K $17.5M
VB
Vanguard Small Cap ETF

ETFs
-845
- 1.02%
$217.89 - $252.64 $184K - $213K
81.7K $18.1M
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
-11.5K
- 1.8%
$25.58 - $29.24 $295K - $338K
630K $16.5M
SCHB
Schwab Strategic Tr Us Broad M

ETFs
-6.27K
- 0.77%
$21.23 - $23.75 $133K - $149K
807K $17.4M
IWF
Ishares Russell 1000 Gr ETF

ETFs
-105
- 0.89%
$360.07 - $417.26 $37.8K - $43.8K
11.7K $4.24M
IWO
Ishares Russell 2000 Gwt ETF

ETFs
-262
- 3.85%
$254.58 - $302.92 $66.7K - $79.4K
6.55K $1.67M
SCHZ
Schwab Us Aggregate Bond ETF

ETFs
-11.4K
- 5.82%
$22.46 - $23.26 $256K - $265K
184K $4.27M
MTUM
Ishares Msci Usa Momentum Fact

ETFs
-312
- 2.92%
$196.12 - $229.48 $61.2K - $71.6K
10.4K $2.1M
AOA
Ishares Tr Core Aggressive All

ETFs
-562
- 6.62%
$75.7 - $80.01 $42.5K - $45K
7.93K $606K
RWR
Spdr Dow Jones Reit ETF

ETFs
-393
- 15.54%
$95.15 - $104.06 $37.4K - $40.9K
2.14K $211K
IWD
Ishares Russell 1000 Val ETF

ETFs
-295
- 3.11%
$182.82 - $196.21 $53.9K - $57.9K
9.2K $1.73M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
-738
- 4.85%
$42.5 - $46.71 $31.4K - $34.5K
14.5K $655K
SCHE
Schwab Strategic Tr Us Emergin

ETFs
-3.24K
- 3.89%
$25.81 - $28.52 $83.5K - $92.3K
80K $2.21M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
-111
- 2.55%
$126.11 - $135.06 $14K - $15K
4.24K $546K
AOR
Ishares Tr Core Growth Allocat

ETFs
-53
- 1.43%
$56.63 - $59.39 $3K - $3.15K
3.66K $210K
SCHC
Schwab Strategic Tr Intl Small

ETFs
-738
- 3.46%
$33.57 - $37.22 $24.8K - $27.5K
20.6K $738K
JNJ
Johnson & Johnson

Healthcare
-598
- 3.79%
$142.06 - $167.7 $85K - $100K
15.2K $2.52M
VEA
Vanguard Ftse Developed Market

ETFs
-4.48K
- 2.37%
$47.4 - $52.99 $212K - $237K
184K $9.36M
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
-17K
- 2.52%
$18.36 - $20.51 $311K - $348K
656K $13M
Activity Summary
Buys All Purchases 26 New Holdings 2 Increased Positions 24 Sells All Sells 23 Reductions 23 Sold out 0 Options Calls 0 Puts 0
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