Marshall Financial Group (Pennsylvania)’s Schwab US REIT ETF SCHH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-17,928
| Closed | -$386K | – | 54 |
|
|
2025
Q1 | $386K | Sell |
17,928
-130,965
| -88% | -$2.82M | 0.12% | 43 |
|
|
2024
Q4 | $3.14M | Sell |
148,893
-21,422
| -13% | -$451K | 0.96% | 18 |
|
|
2024
Q3 | $3.95M | Buy |
170,315
+7,255
| +4% | +$168K | 1.19% | 18 |
|
|
2024
Q2 | $3.26M | Buy |
163,060
+1,511
| +0.9% | +$30.2K | 1.06% | 18 |
|
|
2024
Q1 | $3.28M | Buy |
161,549
+17,760
| +12% | +$361K | 1.08% | 18 |
|
|
2023
Q4 | $2.98M | Buy |
143,789
+14,045
| +11% | +$291K | 1.06% | 18 |
|
|
2023
Q3 | $2.3M | Buy |
129,744
+3,022
| +2% | +$53.6K | 0.94% | 18 |
|
|
2023
Q2 | $2.47M | Buy |
126,722
+2,073
| +2% | +$40.5K | 0.95% | 18 |
|
|
2023
Q1 | $2.43M | Sell |
124,649
-6,688
| -5% | -$130K | 0.99% | 18 |
|
|
2022
Q4 | $2.53M | Buy |
131,337
+8,973
| +7% | +$173K | 1.09% | 18 |
|
|
2022
Q3 | $2.29M | Buy |
122,364
+8,346
| +7% | +$156K | 1.08% | 18 |
|
|
2022
Q2 | $2.41M | Sell |
114,018
-2,217
| -2% | -$46.8K | 1.09% | 19 |
|
|
2022
Q1 | $2.89M | Sell |
116,235
-5,769
| -5% | -$144K | 1.15% | 17 |
|
|
2021
Q4 | $3.21M | Sell |
122,004
-12,346
| -9% | -$325K | 1.25% | 15 |
|
|
2021
Q3 | $3.07M | Buy |
134,350
+164
| +0.1% | +$3.75K | 1.29% | 15 |
|
|
2021
Q2 | $3.07M | Sell |
134,186
-1,270
| -0.9% | -$29.1K | 1.31% | 15 |
|
|
2021
Q1 | $2.78M | Buy |
135,456
+18,904
| +16% | +$388K | 1.26% | 15 |
|
|
2020
Q4 | $2.21M | Sell |
116,552
-8,802
| -7% | -$167K | 1.08% | 18 |
|
|
2020
Q3 | $2.22M | Sell |
125,354
-3,444
| -3% | -$60.9K | 1.31% | 16 |
|
|
2020
Q2 | $2.27M | Sell |
128,798
-13,774
| -10% | -$243K | 1.51% | 16 |
|
|
2020
Q1 | $2.33M | Buy |
142,572
+818
| +0.6% | +$13.4K | 1.89% | 14 |
|
|
2019
Q4 | $3.26M | Buy |
141,754
+9,836
| +7% | +$226K | 2.2% | 10 |
|
|
2019
Q3 | $3.11M | Buy |
131,918
+1,814
| +1% | +$42.8K | 2.37% | 10 |
|
|
2019
Q2 | $2.89M | Buy |
130,104
+14,012
| +12% | +$311K | 2.21% | 11 |
|
|
2019
Q1 | $2.58M | Buy |
116,092
+15,538
| +15% | +$345K | 2.11% | 11 |
|
|
2018
Q4 | $1.94M | Buy |
+100,554
| New | +$1.94M | 1.83% | 13 |
|