Marshall Financial Group (Pennsylvania)’s Schwab US Large- Cap ETF SCHX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $30.6M | Sell |
1,252,919
-139,116
| -10% | -$3.4M | 9.17% | 2 |
|
|
2025
Q1 | $30.7M | Buy |
1,392,035
+128,057
| +10% | +$2.83M | 9.67% | 1 |
|
|
2024
Q4 | $29.3M | Sell |
1,263,978
-36,795
| -3% | -$853K | 8.95% | 2 |
|
|
2024
Q3 | $29.4M | Sell |
1,300,773
-54,984
| -4% | -$1.24M | 8.88% | 2 |
|
|
2024
Q2 | $29M | Buy |
1,355,757
+8,478
| +0.6% | +$182K | 9.42% | 2 |
|
|
2024
Q1 | $27.9M | Buy |
1,347,279
+5,814
| +0.4% | +$120K | 9.19% | 2 |
|
|
2023
Q4 | $25.2M | Sell |
1,341,465
-14,178
| -1% | -$267K | 9.01% | 2 |
|
|
2023
Q3 | $22.9M | Sell |
1,355,643
-68,928
| -5% | -$1.16M | 9.32% | 2 |
|
|
2023
Q2 | $24.9M | Sell |
1,424,571
-3,402
| -0.2% | -$59.4K | 9.53% | 2 |
|
|
2023
Q1 | $23M | Sell |
1,427,973
-30,042
| -2% | -$484K | 9.36% | 1 |
|
|
2022
Q4 | $21.9M | Buy |
1,458,015
+18,504
| +1% | +$278K | 9.43% | 1 |
|
|
2022
Q3 | $20.3M | Buy |
1,439,511
+10,311
| +0.7% | +$146K | 9.61% | 1 |
|
|
2022
Q2 | $21.3M | Sell |
1,429,200
-17,019
| -1% | -$253K | 9.67% | 1 |
|
|
2022
Q1 | $26M | Buy |
1,446,219
+8,343
| +0.6% | +$150K | 10.35% | 1 |
|
|
2021
Q4 | $27.3M | Buy |
1,437,876
+24,618
| +2% | +$467K | 10.57% | 1 |
|
|
2021
Q3 | $24.5M | Sell |
1,413,258
-20,886
| -1% | -$362K | 10.31% | 1 |
|
|
2021
Q2 | $24.9M | Sell |
1,434,144
-1,218
| -0.1% | -$21.1K | 10.57% | 1 |
|
|
2021
Q1 | $23M | Sell |
1,435,362
-32,454
| -2% | -$519K | 10.43% | 1 |
|
|
2020
Q4 | $22.3M | Buy |
1,467,816
+82,224
| +6% | +$1.25M | 10.9% | 1 |
|
|
2020
Q3 | $18.6M | Buy |
1,385,592
+13,602
| +1% | +$183K | 11% | 1 |
|
|
2020
Q2 | $16.9M | Buy |
1,371,990
+9,900
| +0.7% | +$122K | 11.25% | 1 |
|
|
2020
Q1 | $13.9M | Buy |
1,362,090
+67,320
| +5% | +$687K | 11.24% | 2 |
|
|
2019
Q4 | $16.6M | Buy |
1,294,770
+5,226
| +0.4% | +$66.9K | 11.2% | 1 |
|
|
2019
Q3 | $15.2M | Buy |
1,289,544
+17,880
| +1% | +$211K | 11.61% | 1 |
|
|
2019
Q2 | $14.9M | Buy |
1,271,664
+57,912
| +5% | +$677K | 11.35% | 1 |
|
|
2019
Q1 | $13.7M | Buy |
1,213,752
+115,236
| +10% | +$1.3M | 11.19% | 2 |
|
|
2018
Q4 | $10.9M | Buy |
+1,098,516
| New | +$10.9M | 10.36% | 2 |
|