MARSHALL FINANCIAL GROUP INC /ADV – Schwab U.S. Aggregate Bond ETF Transaction History
MARSHALL FINANCIAL GROUP INC /ADV portfolio value:
$1.71M
portfolio value
MARSHALL FINANCIAL GROUP INC /ADV quarter portfolio value change:
-5.35%
quarter
Schwab U.S. Aggregate Bond ETF 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Increase | +21.69% | 6.74K shares | 226K | $45.31 | 37.82K |
| Q2 2022 | share | Increase | +39.47% | 8.79K shares | 361K | $47.87 | 31.08K |
| Q1 2022 | share | Decrease | -1.43% | -323 shares | -92K | $50.57 | 22.28K |
| Q4 2021 | share | Decrease | -3.45% | -809 shares | -52K | $53.88 | 22.61K |
| Q3 2021 | share | Decrease | -14.65% | -4.02K shares | -227K | $53.98 | 23.41K |
| Q2 2021 | share | Increase | +2.55% | 683 shares | 54K | $54.03 | 27.44K |
| Q1 2021 | share | Increase | +0.07% | 19 shares | -54K | $53.1 | 26.75K |
| Q4 2020 | share | Decrease | -0.28% | -76 shares | -6K | $54.94 | 26.73K |
| Q3 2020 | share | Decrease | -0.96% | -259 shares | -19K | $54.57 | 26.81K |
| Q2 2020 | share | Increase | +2.76% | 726 shares | 93K | $54.41 | 27.07K |
| Q1 2020 | share | Increase | +0.45% | 118 shares | 29K | $52.17 | 26.34K |
| Q4 2019 | share | Increase | +39.78% | 7.46K shares | 391K | $51.13 | 26.22K |
| Q3 2019 | share | Increase | +10.03% | 1.71K shares | 106K | $51.07 | 18.76K |
| Q2 2019 | share | Increase | +9.89% | 1.53K shares | 99K | $49.92 | 17.05K |
| Q1 2019 | share | Increase | +101.66% | 7.82K shares | 416K | $48.5 | 15.51K |
| Q4 2018 | share | Increase | 0.00% | 7.69K shares | 389K | $47.06 | 7.69K |