Marshall Financial Group LLC Schwab Intermediate Term Us Tr Transaction History

Marshall Financial Group LLC

$460 Million
Q4 2025

A detailed history of Marshall Financial Group LLC transactions in Schwab Intermediate Term Us Tr stock. As of the latest transaction made, Marshall Financial Group LLC holds 634,381 shares of SCHR stock, worth $15.9 Million. This represents 3.46% of its overall portfolio holdings.

Number of Shares

634,381

Previous 598,114 6.06%

Holding current value

$15.9 Million

Previous $15 Million 5.98%

% of portfolio

3.46%

Previous 3.28%

19 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2025 Jan 08, 2026	BUY	$25.03 - $25.34 $907,763 - $919,005	36,267 Added 6.06%	634,381 $15.9 Million
Q3 2025 Oct 08, 2025	BUY	$24.69 - $25.26 $386,645 - $395,571	15,660 Added 2.69%	598,114 $15 Million
Q2 2025 Jul 10, 2025	SELL	$24.54 - $25.07 $204,933 - $209,359	-8,351 Reduced 1.41%	582,454 $14.6 Million
Q1 2025 Apr 16, 2025	BUY	$24.05 - $24.86 $150,096 - $155,151	6,241 Added 1.07%	590,805 $14.7 Million
Q4 2024 Jan 21, 2025	BUY	$24.19 - $50.58 $7.38 Million - $15.4 Million	305,259 Added 109.29%	584,564 $14.2 Million

Q3 2024 Oct 16, 2024	BUY	$48.4 - $50.91 $110,642 - $116,380	2,286 Added 0.83%	279,305 $14.1 Million
Q2 2024 Jul 19, 2024	BUY	$47.85 - $49.0 $574,200 - $588,000	12,000 Added 4.53%	277,019 $13.5 Million
Q1 2024 Apr 19, 2024	BUY	$48.64 - $49.88 $1.77 Million - $1.82 Million	36,391 Added 15.92%	265,019 $13 Million
Q4 2023 Jan 10, 2024	BUY	$47.09 - $49.87 $455,124 - $481,993	9,665 Added 4.41%	228,628 $11.4 Million
Q3 2023 Oct 19, 2023	SELL	$47.78 - $49.59 $31,773 - $32,977	-665 Reduced 0.3%	218,963 $10.5 Million
Q2 2023 Jul 17, 2023	BUY	$49.25 - $50.96 $1.11 Million - $1.15 Million	22,620 Added 11.48%	219,628 $10.8 Million
Q1 2023 Apr 18, 2023	BUY	$48.55 - $50.78 $3.33 Million - $3.49 Million	68,679 Added 53.52%	197,008 $9.94 Million
Q4 2022 Feb 01, 2023	BUY	$48.12 - $50.24 $6.18 Million - $6.45 Million	128,329 New	128,329 $6.32 Million
Q1 2022 May 10, 2022	SELL	$52.72 - $55.84 $7.95 Million - $8.42 Million	-150,834 Closed	0 $0
Q4 2021 Jan 27, 2022	BUY	$55.82 - $56.81 $2.94 Million - $3 Million	52,725 Added 53.74%	150,834 $8.47 Million
Q3 2021 Oct 28, 2021	BUY	$56.59 - $57.62 $719,937 - $733,041	12,722 Added 14.9%	98,109 $5.56 Million
Q2 2021 Jul 14, 2021	BUY	$56.38 - $57.16 $963,252 - $976,578	17,085 Added 25.01%	85,387 $4.86 Million
Q1 2021 Apr 20, 2021	BUY	$56.41 - $58.25 $137,076 - $141,547	2,430 Added 3.69%	68,302 $3.85 Million
Q4 2020 Jan 29, 2021	BUY	$57.98 - $58.64 $3.82 Million - $3.86 Million	65,872 New	65,872 $3.84 Million

Others Institutions Holding SCHR

# of Institutions

518

Shares Held

390M

Call Options Held

Put Options Held

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Marshall Financial Group LLC Schwab Intermediate Term Us Tr Transaction History