Marshall Financial Group (Maryland)’s Schwab U.S Small- Cap ETF SCHA Stock Holding History

Marshall Financial Group (Maryland)’s Portfolio SCHA Stock Details SCHA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell	-10,034	Closed	-$210K	–	180
2023 Q1	$210K	Sell	10,034 -620	-6%	-$13.3K	0.08%	167
2022 Q4	$216K	Buy	+10,654	New	+$218K	0.08%	163
2022 Q3	–	Sell	-11,250	Closed	-$219K	–	180
2022 Q2	$219K	Buy	+11,250	New	+$240K	0.09%	172

Other funds holding SCHA

CSIA

Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Marshall Financial Group (Maryland)'s SCHA Position: Q2 2023 in Review

Marshall Financial Group (Maryland) sold out of Schwab U.S Small- Cap ETF (SCHA) in Q2 2023, closing a stake of 10,034 shares — an estimated $210K sold.

Marshall Financial Group (Maryland) first reported a position in SCHA in Q2 2022 and held it in 3 quarters. The position peaked at $219K in Q2 2022. 958 funds tracked by Wall St. Rank hold SCHA as of Q2 2023.

Marshall Financial Group (Maryland) reported no remaining Schwab U.S Small- Cap ETF position as of Q2 2023 after selling out during the quarter.
Marshall Financial Group (Maryland) sold 10,034 Schwab U.S Small- Cap ETF shares in Q2 2023, an estimated $210K.
Marshall Financial Group (Maryland) first reported a position in Schwab U.S Small- Cap ETF in Q2 2022 and held it in 3 quarters.
Marshall Financial Group (Maryland)'s Schwab U.S Small- Cap ETF position peaked at $219K in Q2 2022.
958 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q2 2023.

Based on Marshall Financial Group (Maryland)'s 13F filing for Q2 2023, filed 17 Jul 2023.