Marshall Financial Group (Pennsylvania)’s Schwab US Aggregate Bond ETF SCHZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.43M | Buy |
190,577
+6,279
| +3% | +$146K | 1.33% | 17 |
|
|
2025
Q1 | $4.27M | Sell |
184,298
-11,396
| -6% | -$264K | 1.34% | 16 |
|
|
2024
Q4 | $4.44M | Sell |
195,694
-8,032
| -4% | -$182K | 1.36% | 17 |
|
|
2024
Q3 | $4.84M | Buy |
203,726
+25,850
| +15% | +$614K | 1.46% | 16 |
|
|
2024
Q2 | $4.05M | Buy |
177,876
+3,462
| +2% | +$78.9K | 1.32% | 17 |
|
|
2024
Q1 | $4.01M | Buy |
174,414
+6,244
| +4% | +$144K | 1.32% | 17 |
|
|
2023
Q4 | $3.92M | Buy |
168,170
+45,328
| +37% | +$1.06M | 1.4% | 16 |
|
|
2023
Q3 | $2.72M | Buy |
122,842
+9,336
| +8% | +$206K | 1.11% | 17 |
|
|
2023
Q2 | $2.62M | Buy |
113,506
+9,546
| +9% | +$220K | 1% | 17 |
|
|
2023
Q1 | $2.44M | Sell |
103,960
-9,958
| -9% | -$234K | 0.99% | 17 |
|
|
2022
Q4 | $2.6M | Buy |
113,918
+38,268
| +51% | +$873K | 1.12% | 17 |
|
|
2022
Q3 | $1.71M | Buy |
75,650
+13,482
| +22% | +$305K | 0.81% | 20 |
|
|
2022
Q2 | $1.49M | Buy |
62,168
+17,594
| +39% | +$421K | 0.68% | 23 |
|
|
2022
Q1 | $1.13M | Sell |
44,574
-646
| -1% | -$16.3K | 0.45% | 26 |
|
|
2021
Q4 | $1.22M | Sell |
45,220
-1,618
| -3% | -$43.6K | 0.47% | 26 |
|
|
2021
Q3 | $1.27M | Sell |
46,838
-8,042
| -15% | -$218K | 0.53% | 25 |
|
|
2021
Q2 | $1.5M | Buy |
54,880
+1,366
| +3% | +$37.3K | 0.64% | 25 |
|
|
2021
Q1 | $1.44M | Buy |
53,514
+38
| +0.1% | +$1.03K | 0.66% | 24 |
|
|
2020
Q4 | $1.5M | Sell |
53,476
-152
| -0.3% | -$4.26K | 0.73% | 24 |
|
|
2020
Q3 | $1.5M | Sell |
53,628
-518
| -1% | -$14.5K | 0.89% | 23 |
|
|
2020
Q2 | $1.52M | Buy |
54,146
+1,452
| +3% | +$40.8K | 1.01% | 21 |
|
|
2020
Q1 | $1.43M | Buy |
52,694
+236
| +0.4% | +$6.41K | 1.16% | 20 |
|
|
2019
Q4 | $1.4M | Buy |
52,458
+14,930
| +40% | +$399K | 0.95% | 21 |
|
|
2019
Q3 | $1.01M | Buy |
37,528
+3,422
| +10% | +$92.1K | 0.77% | 22 |
|
|
2019
Q2 | $904K | Buy |
34,106
+3,070
| +10% | +$81.4K | 0.69% | 22 |
|
|
2019
Q1 | $805K | Buy |
31,036
+15,646
| +102% | +$406K | 0.66% | 22 |
|
|
2018
Q4 | $389K | Buy |
+15,390
| New | +$389K | 0.37% | 33 |
|