Marshall Financial Group LLC Schwab Strategic Tr Us Dividen Transaction History

Marshall Financial Group LLC

$412 Million
Q3 2024

Shares

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2023 Jul 17, 2023	SELL	$69.18 - $73.94 $2.91 Million - $3.11 Million	-42,010 Reduced 92.78%	3,270 $237,000
Q1 2023 Apr 18, 2023	BUY	$70.28 - $78.03 $56,856 - $63,126	809 Added 1.82%	45,280 $3.31 Million
Q4 2022 Feb 01, 2023	BUY	$67.16 - $79.06 $274,348 - $322,960	4,085 Added 10.11%	44,471 $3.36 Million
Q3 2022 Oct 12, 2022	SELL	$66.43 - $77.87 $29,096 - $34,107	-438 Reduced 1.07%	40,386 $2.68 Million
Q2 2022 Jul 25, 2022	BUY	$70.31 - $80.24 $1.02 Million - $1.16 Million	14,500 Added 55.08%	40,824 $2.92 Million
Q1 2022 May 10, 2022	BUY	$75.14 - $81.94 $104,594 - $114,060	1,392 Added 5.58%	26,324 $2.08 Million
Q4 2021 Jan 27, 2022	BUY	$74.93 - $80.86 $78,077 - $84,256	1,042 Added 4.36%	24,932 $2.02 Million
Q3 2021 Oct 28, 2021	BUY	$74.23 - $78.13 $115,353 - $121,414	1,554 Added 6.96%	23,890 $1.77 Million
Q2 2021 Jul 14, 2021	BUY	$73.32 - $77.65 $110,273 - $116,785	1,504 Added 7.22%	22,336 $1.69 Million
Q1 2021 Apr 20, 2021	BUY	$63.23 - $73.67 $62,344 - $72,638	986 Added 4.97%	20,832 $1.52 Million
Q4 2020 Jan 29, 2021	BUY	$54.8 - $65.16 $1.09 Million - $1.29 Million	19,846 New	19,846 $1.27 Million

Others Institutions Holding SCHD

# of Institutions

1,751

Shares Held

275M

Call Options Held

1.92M

Put Options Held

1.16M

About SCHWAB STRATEGIC TR US DIVIDEN

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