Marshall Financial Group (Pennsylvania)’s Schwab U.S Small- Cap ETF SCHA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $20.1M | Sell |
|
|||||
|
2025
Q2 | $18.4M | Sell |
|
|||||
|
2025
Q1 | $17.5M | Sell |
|
|||||
|
2024
Q4 | $20.1M | Sell |
|
|||||
|
2024
Q3 | $20.2M | Sell |
|
|||||
|
2024
Q2 | $18.9M | Buy |
|
|||||
|
2024
Q1 | $19.4M | Buy |
|
|||||
|
2023
Q4 | $18.3M | Buy |
|
|||||
|
2023
Q3 | $15.4M | Sell |
|
|||||
|
2023
Q2 | $16.4M | Sell |
|
|||||
|
2023
Q1 | $15.9M | Sell |
|
|||||
|
2022
Q4 | $15.7M | Buy |
|
|||||
|
2022
Q3 | $14M | Sell |
|
|||||
|
2022
Q2 | $14.6M | Sell |
|
|||||
|
2022
Q1 | $17.8M | Buy |
|
|||||
|
2021
Q4 | $17.4M | Buy |
|
|||||
|
2021
Q3 | $16.7M | Buy |
|
|||||
|
2021
Q2 | $16.9M | Buy |
|
|||||
|
2021
Q1 | $16M | Sell |
|
|||||
|
2020
Q4 | $14.4M | Buy |
|
|||||
|
2020
Q3 | $10.7M | Sell |
|
|||||
|
2020
Q2 | $10.3M | Sell |
|
|||||
|
2020
Q1 | $9.41M | Sell |
|
|||||
|
2019
Q4 | $15.8M | Buy |
|
|||||
|
2019
Q3 | $14.3M | Buy |
|
|||||
|
2019
Q2 | $13.7M | Buy |
|
|||||
|
2019
Q1 | $12.6M | Buy |
|
|||||
|
2018
Q4 | $9.89M | Buy |
|