MARSHALL FINANCIAL GROUP INC /ADV – Schwab U.S. Large-Cap Value ETF Transaction History
MARSHALL FINANCIAL GROUP INC /ADV portfolio value:
$17.99M
portfolio value
MARSHALL FINANCIAL GROUP INC /ADV quarter portfolio value change:
-6.26%
quarter
Schwab U.S. Large-Cap Value ETF 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Decrease | -2.46% | -7.74K shares | -1.68M | $58.51 | 307.55K |
| Q2 2022 | share | Decrease | -0.30% | -940 shares | -2.89M | $62.42 | 315.29K |
| Q1 2022 | share | Increase | +4.08% | 12.41K shares | 330K | $71.39 | 316.23K |
| Q4 2021 | share | Increase | +5.23% | 15.09K shares | 2.76M | $73.15 | 303.82K |
| Q3 2021 | share | Increase | +3.02% | 8.47K shares | 322K | $67.48 | 288.72K |
| Q2 2021 | share | Increase | +1.66% | 4.57K shares | 1.16M | $68.01 | 280.25K |
| Q1 2021 | share | Increase | +3.48% | 9.28K shares | 2.13M | $64.61 | 275.68K |
| Q4 2020 | share | Increase | +9.06% | 22.14K shares | 3.11M | $58.65 | 266.40K |
| Q3 2020 | share | Increase | +8.08% | 18.25K shares | 1.42M | $51.09 | 244.26K |
| Q2 2020 | share | Decrease | -3.07% | -7.16K shares | 1.00M | $48.43 | 226.00K |
| Q1 2020 | share | Decrease | -4.61% | -11.25K shares | -4.37M | $42.48 | 233.17K |
| Q4 2019 | share | Increase | +4.39% | 10.29K shares | 1.41M | $57.12 | 244.42K |
| Q3 2019 | share | Increase | +1.50% | 3.46K shares | 333K | $53.35 | 234.13K |
| Q2 2019 | share | Increase | +8.61% | 18.28K shares | 1.32M | $52.41 | 230.66K |
| Q1 2019 | share | Increase | +3.42% | 7.03K shares | 1.50M | $50.74 | 212.38K |
| Q4 2018 | share | Increase | 0.00% | 205.35K shares | 10.12M | $45.37 | 205.35K |