Marshall Financial Group Inc Schwab Strategic U.S. Mid Cap Transaction History

Marshall Financial Group Inc

$363 Million
Q3 2025

A detailed history of Marshall Financial Group Inc transactions in Schwab Strategic U.S. Mid Cap stock. As of the latest transaction made, Marshall Financial Group Inc holds 610,211 shares of SCHM stock, worth $17.8 Million. This represents 4.98% of its overall portfolio holdings.

Number of Shares

610,211

Previous 623,877 2.19%

Holding current value

$17.8 Million

Previous $17.5 Million 3.35%

% of portfolio

4.98%

Previous 5.24%

28 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 04, 2025	SELL	$28.15 - $30.13 $384,697 - $411,756	-13,666 Reduced 2.19%	610,211 $18.1 Million
Q2 2025 Aug 04, 2025	SELL	$22.92 - $28.05 $147,008 - $179,912	-6,414 Reduced 1.02%	623,877 $17.5 Million
Q1 2025 Apr 30, 2025	SELL	$25.58 - $29.24 $295,269 - $337,517	-11,543 Reduced 1.8%	630,291 $16.5 Million
Q4 2024 Jan 24, 2025	BUY	$27.54 - $83.04 $11.8 Million - $35.5 Million	427,995 Added 200.15%	641,834 $17.8 Million
Q3 2024 Nov 04, 2024	BUY	$75.47 - $83.18 $193,278 - $213,023	2,561 Added 1.21%	213,839 $17.8 Million

Q2 2024 Aug 09, 2024	BUY	$75.69 - $81.19 $239,407 - $256,803	3,163 Added 1.52%	211,278 $16.4 Million
Q1 2024 May 08, 2024	BUY	$72.89 - $81.43 $25,803 - $28,826	354 Added 0.17%	208,115 $16.9 Million
Q4 2023 Feb 07, 2024	BUY	$63.01 - $75.95 $86,134 - $103,823	1,367 Added 0.66%	207,761 $15.6 Million
Q3 2023 Nov 02, 2023	SELL	$66.75 - $73.98 $190,838 - $211,508	-2,859 Reduced 1.37%	206,394 $14 Million
Q2 2023 Aug 10, 2023	BUY	$65.29 - $71.03 $41,850 - $45,530	641 Added 0.31%	209,253 $14.9 Million
Q1 2023 May 02, 2023	SELL	$64.24 - $73.9 $590,815 - $679,658	-9,197 Reduced 4.22%	208,612 $14.2 Million
Q4 2022 Feb 03, 2023	BUY	$61.05 - $69.94 $495,176 - $567,283	8,111 Added 3.87%	217,809 $14.3 Million
Q3 2022 Nov 14, 2022	SELL	$60.5 - $72.51 $144,837 - $173,588	-2,394 Reduced 1.13%	209,698 $12.7 Million
Q2 2022 Aug 10, 2022	BUY	$60.91 - $76.4 $218,666 - $274,276	3,590 Added 1.72%	212,092 $13.3 Million
Q1 2022 May 10, 2022	BUY	$70.66 - $80.89 $819,585 - $938,243	11,599 Added 5.89%	208,502 $15.8 Million
Q4 2021 Feb 08, 2022	BUY	$76.01 - $83.39 $657,486 - $721,323	8,650 Added 4.59%	196,903 $15.8 Million
Q3 2021 Nov 15, 2021	BUY	$74.65 - $80.95 $194,090 - $210,470	2,600 Added 1.4%	188,253 $14.4 Million
Q2 2021 Jul 29, 2021	BUY	$74.64 - $79.12 $137,188 - $145,422	1,838 Added 1.0%	185,653 $14.5 Million
Q1 2021 May 10, 2021	BUY	$67.07 - $76.85 $64,789 - $74,237	966 Added 0.53%	183,815 $13.7 Million
Q4 2020 Feb 04, 2021	BUY	$55.93 - $68.45 $547,330 - $669,851	9,786 Added 5.65%	182,849 $12.5 Million
Q3 2020 Nov 10, 2020	BUY	$51.99 - $58.83 $778,862 - $881,332	14,981 Added 9.48%	173,063 $9.6 Million
Q2 2020 Jul 27, 2020	SELL	$39.01 - $57.03 $188,886 - $276,139	-4,842 Reduced 2.97%	158,082 $8.32 Million
Q1 2020 Apr 23, 2020	SELL	$35.83 - $62.24 $965,905 - $1.68 Million	-26,958 Reduced 14.2%	162,924 $6.87 Million
Q4 2019 Feb 05, 2020	BUY	$54.56 - $60.24 $1.19 Million - $1.32 Million	21,881 Added 13.02%	189,882 $11.4 Million
Q3 2019 Oct 30, 2019	BUY	$56.23 - $57.59 $699,332 - $716,246	12,437 Added 7.99%	168,001 $9.5 Million
Q2 2019 Jul 23, 2019	BUY	N/A	24,668 Added 18.85%	155,564 $8.88 Million
Q1 2019 Apr 26, 2019	BUY	N/A	30,652 Added 30.58%	130,896 $7.25 Million
Q4 2018 Feb 11, 2019	BUY	N/A	100,244 New	100,244 $4.81 Million

Others Institutions Holding SCHM

# of Institutions

1,061

Shares Held

281M

Call Options Held

8.7K

Put Options Held

View Full List

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Marshall Financial Group Inc Schwab Strategic U.S. Mid Cap Transaction History