MARSHALL FINANCIAL GROUP INC /ADV – Schwab U.S. Small-Cap ETF Transaction History
MARSHALL FINANCIAL GROUP INC /ADV portfolio value:
$14.02M
portfolio value
MARSHALL FINANCIAL GROUP INC /ADV quarter portfolio value change:
-3.05%
quarter
Schwab U.S. Small-Cap ETF 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Decrease | -1.08% | -4.03K shares | -599K | $37.8 | 371.02K |
| Q2 2022 | share | Decrease | -0.18% | -668 shares | -3.17M | $38.99 | 375.06K |
| Q1 2022 | share | Increase | +10.68% | 36.26K shares | 414K | $47.36 | 375.73K |
| Q4 2021 | share | Increase | +1.96% | 3.27K shares | 718K | $102.53 | 169.73K |
| Q3 2021 | share | Increase | +2.55% | 4.13K shares | -249K | $100.1 | 166.46K |
| Q2 2021 | share | Increase | +0.99% | 1.58K shares | 891K | $103.88 | 162.33K |
| Q1 2021 | share | Decrease | -0.57% | -923 shares | 1.63M | $99.17 | 160.74K |
| Q4 2020 | share | Increase | +2.82% | 4.43K shares | 3.64M | $88.35 | 161.66K |
| Q3 2020 | share | Decrease | -0.30% | -475 shares | 437K | $67.59 | 157.23K |
| Q2 2020 | share | Decrease | -13.66% | -24.95K shares | 894K | $64.37 | 157.71K |
| Q1 2020 | share | Decrease | -12.69% | -26.54K shares | -6.41M | $50.66 | 182.66K |
| Q4 2019 | share | Increase | +1.97% | 4.04K shares | 1.51M | $74.03 | 209.21K |
| Q3 2019 | share | Increase | +6.75% | 12.97K shares | 569K | $67.9 | 205.17K |
| Q2 2019 | share | Increase | +6.92% | 12.44K shares | 1.16M | $69.35 | 192.19K |
| Q1 2019 | share | Increase | +10.27% | 16.73K shares | 2.67M | $67.61 | 179.75K |
| Q4 2018 | share | Increase | 0.00% | 163.01K shares | 9.89M | $58.53 | 163.01K |