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

Marshall Financial Group (Pennsylvania)’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
2025
Q3 		$20.1M Sell
721,038
-7,981
-1% -$213K 5.53% 7
2025
Q2 		$18.4M Sell
729,019
-17,486
-2% -$413K 5.52% 7
2025
Q1 		$17.5M Sell
746,505
-28,924
-4% -$737K 5.5% 8
2024
Q4 		$20.1M Sell
775,429
-10,635
-1% -$283K 6.13% 5
2024
Q3 		$20.2M Sell
786,064
-9,902
-1% -$246K 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% +$282K 6.38% 5
2023
Q4 		$18.3M Buy
774,540
+29,588
+4% +$624K 6.53% 5
2023
Q3 		$15.4M Sell
744,952
-5,840
-0.8% -$128K 6.29% 5
2023
Q2 		$16.4M Sell
750,792
-5,738
-0.8% -$120K 6.3% 5
2023
Q1 		$15.9M Sell
756,530
-20,296
-3% -$436K 6.45% 5
2022
Q4 		$15.7M Buy
776,826
+34,772
+5% +$713K 6.76% 5
2022
Q3 		$14M Sell
742,054
-8,078
-1% -$169K 6.63% 5
2022
Q2 		$14.6M Sell
750,132
-1,336
-0.2% -$28.6K 6.64% 5
2022
Q1 		$17.8M Buy
751,468
+72,520
+11% +$1.71M 7.1% 4
2021
Q4 		$17.4M Buy
678,948
+13,080
+2% +$338K 6.73% 6
2021
Q3 		$16.7M Buy
665,868
+16,544
+3% +$420K 7.01% 5
2021
Q2 		$16.9M Buy
649,324
+6,352
+1% +$162K 7.2% 4
2021
Q1 		$16M Sell
642,972
-3,692
-0.6% -$90.8K 7.27% 4
2020
Q4 		$14.4M Buy
646,664
+17,720
+3% +$353K 7.05% 5
2020
Q3 		$10.7M Sell
628,944
-1,900
-0.3% -$32.7K 6.35% 5
2020
Q2 		$10.3M Sell
630,844
-99,832
-14% -$1.49M 6.84% 5
2020
Q1 		$9.41M Sell
730,676
-106,180
-13% -$1.8M 7.61% 5
2019
Q4 		$15.8M Buy
836,856
+16,164
+2% +$292K 10.69% 2
2019
Q3 		$14.3M Buy
820,692
+51,908
+7% +$917K 10.9% 2
2019
Q2 		$13.7M Buy
768,784
+49,772
+7% +$880K 10.48% 3
2019
Q1 		$12.6M Buy
719,012
+66,948
+10% +$1.15M 10.28% 3
2018
Q4 		$9.89M Buy
+652,064
New +$11M 9.37% 5

Other funds holding SCHA

Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
AA
Advisory Alpha Holland, Michigan $3.66B AUM 14.99% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return

Marshall Financial Group (Pennsylvania)'s SCHA Position: Q3 2025 in Review

Marshall Financial Group (Pennsylvania) reduced its Schwab U.S Small- Cap ETF (SCHA) stake by 1.1% in Q3 2025, selling an estimated $213K and leaving 721,038 shares worth $20.1M. The position accounts for 5.53% of the portfolio, ranked #7.

Marshall Financial Group (Pennsylvania) first reported a position in SCHA in Q4 2018 and has held it in 28 quarters since. The position peaked at $20.2M in Q3 2024. 1,165 funds tracked by Wall St. Rank hold SCHA as of Q3 2025.

  • Marshall Financial Group (Pennsylvania) held 721,038 shares of Schwab U.S Small- Cap ETF worth $20.1M as of Q3 2025.
  • Marshall Financial Group (Pennsylvania) sold 7,981 Schwab U.S Small- Cap ETF shares in Q3 2025, an estimated $213K.
  • Schwab U.S Small- Cap ETF made up 5.53% of Marshall Financial Group (Pennsylvania)'s portfolio in Q3 2025, its #7 holding.
  • Marshall Financial Group (Pennsylvania) first reported a position in Schwab U.S Small- Cap ETF in Q4 2018 and has held it in 28 quarters since.
  • Marshall Financial Group (Pennsylvania)'s Schwab U.S Small- Cap ETF position peaked at $20.2M in Q3 2024.
  • 1,165 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q3 2025.

Based on Marshall Financial Group (Pennsylvania)'s 13F filing for Q3 2025, filed 4 Nov 2025.