Marshall Financial Group (Pennsylvania)’s Schwab U.S Small- Cap ETF SCHA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $18.4M | Sell |
729,019
-17,486
| -2% | -$442K | 5.52% | 7 |
|
|
2025
Q1 | $17.5M | Sell |
746,505
-28,924
| -4% | -$678K | 5.5% | 8 |
|
|
2024
Q4 | $20.1M | Sell |
775,429
-10,635
| -1% | -$275K | 6.13% | 5 |
|
|
2024
Q3 | $20.2M | Sell |
786,064
-9,902
| -1% | -$255K | 6.11% | 5 |
|
|
2024
Q2 | $18.9M | Buy |
795,966
+9,400
| +1% | +$223K | 6.13% | 5 |
|
|
2024
Q1 | $19.4M | Buy |
786,566
+12,026
| +2% | +$296K | 6.38% | 5 |
|
|
2023
Q4 | $18.3M | Buy |
774,540
+29,588
| +4% | +$699K | 6.53% | 5 |
|
|
2023
Q3 | $15.4M | Sell |
744,952
-5,840
| -0.8% | -$121K | 6.29% | 5 |
|
|
2023
Q2 | $16.4M | Sell |
750,792
-5,738
| -0.8% | -$126K | 6.3% | 5 |
|
|
2023
Q1 | $15.9M | Sell |
756,530
-20,296
| -3% | -$426K | 6.45% | 5 |
|
|
2022
Q4 | $15.7M | Buy |
776,826
+34,772
| +5% | +$704K | 6.76% | 5 |
|
|
2022
Q3 | $14M | Sell |
742,054
-8,078
| -1% | -$153K | 6.63% | 5 |
|
|
2022
Q2 | $14.6M | Sell |
750,132
-1,336
| -0.2% | -$26K | 6.64% | 5 |
|
|
2022
Q1 | $17.8M | Buy |
751,468
+72,520
| +11% | +$1.72M | 7.1% | 4 |
|
|
2021
Q4 | $17.4M | Buy |
678,948
+13,080
| +2% | +$335K | 6.73% | 6 |
|
|
2021
Q3 | $16.7M | Buy |
665,868
+16,544
| +3% | +$414K | 7.01% | 5 |
|
|
2021
Q2 | $16.9M | Buy |
649,324
+6,352
| +1% | +$165K | 7.2% | 4 |
|
|
2021
Q1 | $16M | Sell |
642,972
-3,692
| -0.6% | -$92K | 7.27% | 4 |
|
|
2020
Q4 | $14.4M | Buy |
646,664
+17,720
| +3% | +$394K | 7.05% | 5 |
|
|
2020
Q3 | $10.7M | Sell |
628,944
-1,900
| -0.3% | -$32.5K | 6.35% | 5 |
|
|
2020
Q2 | $10.3M | Sell |
630,844
-99,832
| -14% | -$1.63M | 6.84% | 5 |
|
|
2020
Q1 | $9.41M | Sell |
730,676
-106,180
| -13% | -$1.37M | 7.61% | 5 |
|
|
2019
Q4 | $15.8M | Buy |
836,856
+16,164
| +2% | +$306K | 10.69% | 2 |
|
|
2019
Q3 | $14.3M | Buy |
820,692
+51,908
| +7% | +$905K | 10.9% | 2 |
|
|
2019
Q2 | $13.7M | Buy |
768,784
+49,772
| +7% | +$889K | 10.48% | 3 |
|
|
2019
Q1 | $12.6M | Buy |
719,012
+66,948
| +10% | +$1.17M | 10.28% | 3 |
|
|
2018
Q4 | $9.89M | Buy |
+652,064
| New | +$9.89M | 9.37% | 5 |
|