MARSHALL FINANCIAL GROUP INC /ADV – Schwab U.S. Large-Cap ETF Transaction History
MARSHALL FINANCIAL GROUP INC /ADV portfolio value:
$20.32M
portfolio value
MARSHALL FINANCIAL GROUP INC /ADV quarter portfolio value change:
-5.17%
quarter
Schwab U.S. Large-Cap ETF 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Increase | +0.72% | 3.43K shares | -955K | $42.35 | 479.83K |
| Q2 2022 | share | Decrease | -1.18% | -5.67K shares | -4.68M | $44.66 | 476.4K |
| Q1 2022 | share | Increase | +0.58% | 2.78K shares | -1.31M | $53.85 | 482.07K |
| Q4 2021 | share | Increase | +1.74% | 4.10K shares | 2.77M | $114.22 | 239.64K |
| Q3 2021 | share | Decrease | -1.46% | -3.48K shares | -347K | $104.03 | 235.54K |
| Q2 2021 | share | Decrease | -0.08% | -203 shares | 1.87M | $103.64 | 239.02K |
| Q1 2021 | share | Decrease | -2.21% | -5.40K shares | 723K | $95.42 | 239.22K |
| Q4 2020 | share | Increase | +5.93% | 13.70K shares | 3.63M | $90.1 | 244.63K |
| Q3 2020 | share | Increase | +0.99% | 2.26K shares | 1.67M | $79.55 | 230.93K |
| Q2 2020 | share | Increase | +0.73% | 1.65K shares | 3.03M | $72.65 | 228.66K |
| Q1 2020 | share | Increase | +5.20% | 11.22K shares | -2.67M | $59.81 | 227.01K |
| Q4 2019 | share | Increase | +0.41% | 871 shares | 1.33M | $74.57 | 215.79K |
| Q3 2019 | share | Increase | +1.41% | 2.98K shares | 369K | $68.44 | 214.92K |
| Q2 2019 | share | Increase | +4.77% | 9.65K shares | 1.19M | $67.41 | 211.94K |
| Q1 2019 | share | Increase | +10.49% | 19.20K shares | 2.74M | $64.64 | 202.29K |
| Q4 2018 | share | Increase | 0.00% | 183.08K shares | 10.93M | $56.83 | 183.08K |