Marshall Financial Group (Pennsylvania)’s Schwab US Large- Cap ETF SCHX Stock Holding History

Marshall Financial Group (Pennsylvania)’s Portfolio SCHX Stock Details SCHX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$34.2M	Buy	1,300,022 +47,103	+4%	+$1.2M	9.42%	1
2025 Q2	$30.6M	Sell	1,252,919 -139,116	-10%	-$3.15M	9.17%	2
2025 Q1	$30.7M	Buy	1,392,035 +128,057	+10%	+$2.98M	9.67%	1
2024 Q4	$29.3M	Sell	1,263,978 -36,795	-3%	-$858K	8.95%	2
2024 Q3	$29.4M	Sell	1,300,773 -54,984	-4%	-$1.2M	8.88%	2
2024 Q2	$29M	Buy	1,355,757 +8,478	+0.6%	+$175K	9.42%	2
2024 Q1	$27.9M	Buy	1,347,279 +5,814	+0.4%	+$114K	9.19%	2
2023 Q4	$25.2M	Sell	1,341,465 -14,178	-1%	-$249K	9.01%	2
2023 Q3	$22.9M	Sell	1,355,643 -68,928	-5%	-$1.21M	9.32%	2
2023 Q2	$24.9M	Sell	1,424,571 -3,402	-0.2%	-$56.2K	9.53%	2
2023 Q1	$23M	Sell	1,427,973 -30,042	-2%	-$473K	9.36%	1
2022 Q4	$21.9M	Buy	1,458,015 +18,504	+1%	+$280K	9.43%	1
2022 Q3	$20.3M	Buy	1,439,511 +10,311	+0.7%	+$162K	9.61%	1
2022 Q2	$21.3M	Sell	1,429,200 -17,019	-1%	-$276K	9.67%	1
2022 Q1	$26M	Buy	1,446,219 +8,343	+0.6%	+$148K	10.35%	1
2021 Q4	$27.3M	Buy	1,437,876 +24,618	+2%	+$455K	10.57%	1
2021 Q3	$24.5M	Sell	1,413,258 -20,886	-1%	-$372K	10.31%	1
2021 Q2	$24.9M	Sell	1,434,144 -1,218	-0.1%	-$20.6K	10.57%	1
2021 Q1	$23M	Sell	1,435,362 -32,454	-2%	-$508K	10.43%	1
2020 Q4	$22.3M	Buy	1,467,816 +82,224	+6%	+$1.18M	10.9%	1
2020 Q3	$18.6M	Buy	1,385,592 +13,602	+1%	+$181K	11%	1
2020 Q2	$16.9M	Buy	1,371,990 +9,900	+0.7%	+$115K	11.25%	1
2020 Q1	$13.9M	Buy	1,362,090 +67,320	+5%	+$818K	11.24%	2
2019 Q4	$16.6M	Buy	1,294,770 +5,226	+0.4%	+$64.1K	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%	+$665K	11.35%	1
2019 Q1	$13.7M	Buy	1,213,752 +115,236	+10%	+$1.25M	11.19%	2
2018 Q4	$10.9M	Buy	+1,098,516	New	+$11.8M	10.36%	2

Other funds holding SCHX

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

MGIA

Moneta Group Investment Advisors St Louis, Missouri $13.3B AUM 18.65% 1-Year Est. Return

HSA

HBK Sorce Advisory Erie, Pennsylvania $5.05B AUM 16.64% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

SFG

Sage Financial Group W. Conshohocken, Pennsylvania $1.81B AUM 22.3% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

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

Marshall Financial Group (Pennsylvania) increased its Schwab US Large- Cap ETF (SCHX) stake by 3.8% in Q3 2025, buying an estimated $1.2M and bringing the position to 1,300,022 shares worth $34.2M. The position accounts for 9.42% of the portfolio, ranked #1.

Marshall Financial Group (Pennsylvania) first reported a position in SCHX in Q4 2018 and has held it in 28 quarters since. 1,440 funds tracked by Wall St. Rank hold SCHX as of Q3 2025.

Marshall Financial Group (Pennsylvania) held 1,300,022 shares of Schwab US Large- Cap ETF worth $34.2M as of Q3 2025.
Marshall Financial Group (Pennsylvania) bought 47,103 Schwab US Large- Cap ETF shares in Q3 2025, an estimated $1.2M.
Schwab US Large- Cap ETF made up 9.42% of Marshall Financial Group (Pennsylvania)'s portfolio in Q3 2025, its #1 holding.
Marshall Financial Group (Pennsylvania) first reported a position in Schwab US Large- Cap ETF in Q4 2018 and has held it in 28 quarters since.
1,440 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q3 2025.

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