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Marshall Financial Group (Pennsylvania)’s Schwab US Broad Market ETF SCHB Stock Holding History

Marshall Financial Group (Pennsylvania)’s Portfolio SCHB Stock Details SCHB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		$19.2M Buy
746,625
+7,573
+1% +$187K 5.28% 8
2025
Q2 		$17.6M Sell
739,052
-68,415
-8% -$1.51M 5.27% 9
2025
Q1 		$17.4M Sell
807,467
-6,266
-0.8% -$143K 5.47% 9
2024
Q4 		$18.5M Sell
813,733
-35,663
-4% -$815K 5.64% 8
2024
Q3 		$18.8M Sell
849,396
-39,498
-4% -$843K 5.69% 8
2024
Q2 		$18.6M Sell
888,894
-13,626
-2% -$276K 6.05% 6
2024
Q1 		$18.4M Sell
902,520
-8,277
-0.9% -$160K 6.05% 7
2023
Q4 		$16.9M Sell
910,797
-16,827
-2% -$291K 6.04% 7
2023
Q3 		$15.4M Sell
927,624
-5,325
-0.6% -$92.2K 6.28% 6
2023
Q2 		$16.1M Sell
932,949
-5,103
-0.5% -$83.2K 6.16% 6
2023
Q1 		$15M Sell
938,052
-39,528
-4% -$618K 6.08% 6
2022
Q4 		$14.6M Buy
977,580
+13,008
+1% +$195K 6.27% 6
2022
Q3 		$13.5M Buy
964,572
+34,935
+4% +$543K 6.38% 6
2022
Q2 		$13.7M Sell
929,637
-17,271
-2% -$277K 6.22% 6
2022
Q1 		$16.9M Sell
946,908
-6,468
-0.7% -$114K 6.72% 6
2021
Q4 		$18M Buy
953,376
+42,738
+5% +$786K 6.96% 5
2021
Q3 		$15.8M Buy
910,638
+19,074
+2% +$339K 6.63% 6
2021
Q2 		$15.5M Buy
891,564
+15,282
+2% +$259K 6.59% 6
2021
Q1 		$14.1M Buy
876,282
+135,894
+18% +$2.14M 6.41% 6
2020
Q4 		$11.2M Buy
740,388
+137,688
+23% +$1.96M 5.5% 9
2020
Q3 		$8M Buy
602,700
+281,280
+88% +$3.7M 4.73% 9
2020
Q2 		$3.94M Buy
321,420
+17,514
+6% +$202K 2.61% 11
2020
Q1 		$3.06M Sell
303,906
-70,848
-19% -$857K 2.48% 11
2019
Q4 		$4.8M Buy
374,754
+73,710
+24% +$904K 3.24% 8
2019
Q3 		$3.56M Buy
301,044
+36,138
+14% +$427K 2.71% 9
2019
Q2 		$3.11M Buy
264,906
+58,482
+28% +$675K 2.38% 10
2019
Q1 		$2.34M Buy
206,424
+27,654
+15% +$302K 1.91% 14
2018
Q4 		$1.79M Buy
+178,770
New +$1.93M 1.69% 14

Other funds holding SCHB

Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
R
Rebalance Palo Alto, California $1.91B AUM 16.23% 1-Year Est. Return
SCM
SCS Capital Management Boston, Massachusetts $9.44B AUM 18.1% 1-Year Est. Return
SG
Strid Group Newtown Square, Pennsylvania $901M AUM 21.04% 1-Year Est. Return
EK
Evensky & Katz Coral Gables, Florida $1.94B AUM 22.01% 1-Year Est. Return
HCM
Hengehold Capital Management Cincinnati, Ohio $1.29B AUM 17.41% 1-Year Est. Return
BFG
Bouchey Financial Group Troy, New York $1.36B AUM 13.96% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
HWM
HB Wealth Management Atlanta, Georgia $15.5B AUM 18.35% 1-Year Est. Return

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

Marshall Financial Group (Pennsylvania) increased its Schwab US Broad Market ETF (SCHB) stake by 1% in Q3 2025, buying an estimated $187K and bringing the position to 746,625 shares worth $19.2M. The position accounts for 5.28% of the portfolio, ranked #8.

Marshall Financial Group (Pennsylvania) first reported a position in SCHB in Q4 2018 and has held it in 28 quarters since. 1,210 funds tracked by Wall St. Rank hold SCHB as of Q3 2025.

  • Marshall Financial Group (Pennsylvania) held 746,625 shares of Schwab US Broad Market ETF worth $19.2M as of Q3 2025.
  • Marshall Financial Group (Pennsylvania) bought 7,573 Schwab US Broad Market ETF shares in Q3 2025, an estimated $187K.
  • Schwab US Broad Market ETF made up 5.28% of Marshall Financial Group (Pennsylvania)'s portfolio in Q3 2025, its #8 holding.
  • Marshall Financial Group (Pennsylvania) first reported a position in Schwab US Broad Market ETF in Q4 2018 and has held it in 28 quarters since.
  • 1,210 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q3 2025.

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