Schwab Strategic Tr intrm trm shares owned by Marshall Financial Group
Quarter-by-quarter ownership of Schwab Strategic Tr intrm trm (SCHR) shares owned by Marshall Financial Group
from 13F filings
Historical chart of Marshall Financial Group investment in Schwab Strategic Tr intrm trm
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Quarterly reported holdings in Schwab Strategic Tr intrm trm by Marshall Financial Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $14M | 279k | 50.60 |
| 2024-06-30 | $14M | 277k | 48.77 |
| 2024-03-31 | $13M | 265k | 49.05 |
| 2023-12-31 | $11M | 229k | 49.72 |
| 2023-09-30 | $11M | 219k | 47.94 |
| 2023-06-30 | $11M | 220k | 49.28 |
| 2023-03-31 | $9.9M | 197k | 50.43 |
| 2022-12-31 | $6.3M | 128k | 49.23 |
| 2021-12-31 | $8.5M | 151k | 56.14 |
| 2021-09-30 | $5.6M | 98k | 56.71 |
| 2021-06-30 | $4.9M | 85k | 56.87 |
| 2021-03-31 | $3.9M | 68k | 56.41 |
| 2020-12-31 | $3.8M | 66k | 58.22 |
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