Marshall Financial Group (Pennsylvania)’s Schwab US Broad Market ETF SCHB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $17.6M | Sell |
739,052
-68,415
| -8% | -$1.63M | 5.27% | 9 |
|
|
2025
Q1 | $17.4M | Sell |
807,467
-6,266
| -0.8% | -$135K | 5.47% | 9 |
|
|
2024
Q4 | $18.5M | Sell |
813,733
-35,663
| -4% | -$810K | 5.64% | 8 |
|
|
2024
Q3 | $18.8M | Sell |
849,396
-39,498
| -4% | -$876K | 5.69% | 8 |
|
|
2024
Q2 | $18.6M | Sell |
888,894
-13,626
| -2% | -$286K | 6.05% | 6 |
|
|
2024
Q1 | $18.4M | Sell |
902,520
-8,277
| -0.9% | -$168K | 6.05% | 7 |
|
|
2023
Q4 | $16.9M | Sell |
910,797
-16,827
| -2% | -$312K | 6.04% | 7 |
|
|
2023
Q3 | $15.4M | Sell |
927,624
-5,325
| -0.6% | -$88.5K | 6.28% | 6 |
|
|
2023
Q2 | $16.1M | Sell |
932,949
-5,103
| -0.5% | -$87.9K | 6.16% | 6 |
|
|
2023
Q1 | $15M | Sell |
938,052
-39,528
| -4% | -$630K | 6.08% | 6 |
|
|
2022
Q4 | $14.6M | Buy |
977,580
+13,008
| +1% | +$194K | 6.27% | 6 |
|
|
2022
Q3 | $13.5M | Buy |
964,572
+34,935
| +4% | +$489K | 6.38% | 6 |
|
|
2022
Q2 | $13.7M | Sell |
929,637
-17,271
| -2% | -$254K | 6.22% | 6 |
|
|
2022
Q1 | $16.9M | Sell |
946,908
-6,468
| -0.7% | -$115K | 6.72% | 6 |
|
|
2021
Q4 | $18M | Buy |
953,376
+42,738
| +5% | +$805K | 6.96% | 5 |
|
|
2021
Q3 | $15.8M | Buy |
910,638
+19,074
| +2% | +$330K | 6.63% | 6 |
|
|
2021
Q2 | $15.5M | Buy |
891,564
+15,282
| +2% | +$266K | 6.59% | 6 |
|
|
2021
Q1 | $14.1M | Buy |
876,282
+135,894
| +18% | +$2.19M | 6.41% | 6 |
|
|
2020
Q4 | $11.2M | Buy |
740,388
+137,688
| +23% | +$2.09M | 5.5% | 9 |
|
|
2020
Q3 | $8M | Buy |
602,700
+281,280
| +88% | +$3.73M | 4.73% | 9 |
|
|
2020
Q2 | $3.94M | Buy |
321,420
+17,514
| +6% | +$214K | 2.61% | 11 |
|
|
2020
Q1 | $3.06M | Sell |
303,906
-70,848
| -19% | -$714K | 2.48% | 11 |
|
|
2019
Q4 | $4.8M | Buy |
374,754
+73,710
| +24% | +$945K | 3.24% | 8 |
|
|
2019
Q3 | $3.56M | Buy |
301,044
+36,138
| +14% | +$428K | 2.71% | 9 |
|
|
2019
Q2 | $3.11M | Buy |
264,906
+58,482
| +28% | +$687K | 2.38% | 10 |
|
|
2019
Q1 | $2.34M | Buy |
206,424
+27,654
| +15% | +$314K | 1.91% | 14 |
|
|
2018
Q4 | $1.79M | Buy |
+178,770
| New | +$1.79M | 1.69% | 14 |
|