MARSHALL FINANCIAL GROUP INC /ADV – Schwab U.S. Broad Market ETF Transaction History
MARSHALL FINANCIAL GROUP INC /ADV portfolio value:
$13.50M
portfolio value
MARSHALL FINANCIAL GROUP INC /ADV quarter portfolio value change:
-4.98%
quarter
Schwab U.S. Broad Market ETF 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Increase | +3.76% | 11.64K shares | -193K | $41.99 | 321.52K |
| Q2 2022 | share | Decrease | -1.82% | -5.75K shares | -3.15M | $44.19 | 309.87K |
| Q1 2022 | share | Decrease | -0.68% | -2.15K shares | -1.10M | $53.39 | 315.63K |
| Q4 2021 | share | Increase | +4.69% | 7.12K shares | 2.19M | $113.36 | 158.89K |
| Q3 2021 | share | Increase | +2.14% | 3.17K shares | 269K | $103.86 | 151.77K |
| Q2 2021 | share | Increase | +1.74% | 2.54K shares | 1.37M | $103.94 | 148.59K |
| Q1 2021 | share | Increase | +18.35% | 22.64K shares | 2.89M | $96.11 | 146.04K |
| Q4 2020 | share | Increase | +22.85% | 22.94K shares | 3.22M | $90.16 | 123.39K |
| Q3 2020 | share | Increase | +87.51% | 46.88K shares | 4.06M | $78.59 | 100.45K |
| Q2 2020 | share | Increase | +5.76% | 2.91K shares | 875K | $72.04 | 53.57K |
| Q1 2020 | share | Decrease | -18.91% | -11.80K shares | -1.74M | $59.01 | 50.65K |
| Q4 2019 | share | Increase | +24.48% | 12.28K shares | 1.23M | $74.64 | 62.45K |
| Q3 2019 | share | Increase | +13.64% | 6.02K shares | 449K | $68.53 | 50.17K |
| Q2 2019 | share | Increase | +28.33% | 9.74K shares | 773K | $67.74 | 44.15K |
| Q1 2019 | share | Increase | +15.47% | 4.60K shares | 555K | $65.07 | 34.40K |
| Q4 2018 | share | Increase | 0.00% | 29.79K shares | 1.78M | $57.07 | 29.79K |