MARSHALL FINANCIAL GROUP INC /ADV – Schwab U.S. TIPS ETF Transaction History
MARSHALL FINANCIAL GROUP INC /ADV portfolio value:
$16.95M
portfolio value
MARSHALL FINANCIAL GROUP INC /ADV quarter portfolio value change:
-7.17%
quarter
Schwab U.S. TIPS ETF 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Increase | +4.08% | 12.82K shares | -594K | $51.8 | 327.36K |
| Q2 2022 | share | Increase | +7.80% | 22.75K shares | -163K | $55.8 | 314.53K |
| Q1 2022 | share | Increase | +1.40% | 4.01K shares | -383K | $60.71 | 291.77K |
| Q4 2021 | share | Increase | +6.07% | 16.46K shares | 1.11M | $62.99 | 287.76K |
| Q3 2021 | share | Increase | +5.83% | 14.93K shares | 953K | $61.98 | 271.29K |
| Q2 2021 | share | Increase | +0.78% | 1.99K shares | 468K | $60.85 | 256.35K |
| Q1 2021 | share | Increase | +4.87% | 11.80K shares | 499K | $59.02 | 254.36K |
| Q4 2020 | share | Decrease | -0.22% | -543 shares | 76K | $59.91 | 242.55K |
| Q3 2020 | share | Decrease | -0.31% | -763 shares | 345K | $58.91 | 243.09K |
| Q2 2020 | share | Decrease | -0.58% | -1.41K shares | 531K | $57.27 | 243.86K |
| Q1 2020 | share | Decrease | -1.76% | -4.38K shares | -32K | $54.88 | 245.27K |
| Q4 2019 | share | Decrease | -0.78% | -1.95K shares | -144K | $54.04 | 249.66K |
| Q3 2019 | share | Decrease | -1.52% | -3.88K shares | -105K | $53.67 | 251.61K |
| Q2 2019 | share | Increase | +0.63% | 1.60K shares | 423K | $52.86 | 255.49K |
| Q1 2019 | share | Increase | +3.40% | 8.35K shares | 889K | $51.43 | 253.89K |
| Q4 2018 | share | Increase | 0.00% | 245.53K shares | 13.07M | $49.8 | 245.53K |