MARSHALL FINANCIAL GROUP INC /ADV – Schwab U.S. Mid-Cap ETF Transaction History
MARSHALL FINANCIAL GROUP INC /ADV portfolio value:
$12.69M
portfolio value
MARSHALL FINANCIAL GROUP INC /ADV quarter portfolio value change:
-3.51%
quarter
Schwab U.S. Mid-Cap ETF 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Decrease | -1.13% | -2.39K shares | -612K | $60.53 | 209.69K |
| Q2 2022 | share | Increase | +1.72% | 3.59K shares | -2.51M | $62.73 | 212.09K |
| Q1 2022 | share | Increase | +5.89% | 11.59K shares | -20K | $75.86 | 208.50K |
| Q4 2021 | share | Increase | +4.59% | 8.65K shares | 1.40M | $80.5 | 196.90K |
| Q3 2021 | share | Increase | +1.40% | 2.6K shares | -100K | $76.66 | 188.25K |
| Q2 2021 | share | Increase | +1.00% | 1.83K shares | 850K | $77.99 | 185.65K |
| Q1 2021 | share | Increase | +0.53% | 966 shares | 1.21M | $73.97 | 183.81K |
| Q4 2020 | share | Increase | +5.65% | 9.78K shares | 2.86M | $67.69 | 182.84K |
| Q3 2020 | share | Increase | +9.48% | 14.98K shares | 1.28M | $54.81 | 173.06K |
| Q2 2020 | share | Decrease | -2.97% | -4.84K shares | 1.44M | $51.79 | 158.08K |
| Q1 2020 | share | Decrease | -14.20% | -26.95K shares | -4.55M | $41.36 | 162.92K |
| Q4 2019 | share | Increase | +13.02% | 21.88K shares | 1.92M | $58.73 | 189.88K |
| Q3 2019 | share | Increase | +7.99% | 12.43K shares | 618K | $54.92 | 168.00K |
| Q2 2019 | share | Increase | +18.85% | 24.66K shares | 1.63M | $55.23 | 155.56K |
| Q1 2019 | share | Increase | +30.58% | 30.65K shares | 2.44M | $53.4 | 130.89K |
| Q4 2018 | share | Increase | 0.00% | 100.24K shares | 4.80M | $46.07 | 100.24K |