Marshall Financial Group »

Schwab Strategic Tr us lrg cap etf shares owned by Marshall Financial Group

Quarter-by-quarter ownership of Schwab Strategic Tr us lrg cap etf (SCHX) shares owned by Marshall Financial Group from 13F filings

Historical chart of Marshall Financial Group investment in Schwab Strategic Tr us lrg cap etf

Tip: Access up to 7 years of quarterly data

All positions including Schwab Strategic Tr us lrg cap etf held by Marshall Financial Group consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Schwab Strategic Tr us lrg cap etf by Marshall Financial Group

Quarter filed Position value Share count Share price at filing
2024-09-30 $29M 434k 67.85
2024-06-30 $29M 452k 64.25
2024-03-31 $28M 449k 62.06
2023-12-31 $25M 447k 56.40
2023-09-30 $23M 452k 50.60
2023-06-30 $25M 475k 52.37
2023-03-31 $23M 476k 48.37
2022-12-31 $22M 486k 45.15
2022-09-30 $20M 480k 42.35
2022-06-30 $21M 476k 44.66
2022-03-31 $26M 482k 53.85
2021-12-31 $27M 240k 113.82
2021-09-30 $25M 236k 104.03
2021-06-30 $25M 239k 103.97
2021-03-31 $23M 239k 96.03
2020-12-31 $22M 245k 90.95
2020-09-30 $19M 231k 80.63
2020-06-30 $17M 229k 74.10
2020-03-31 $14M 227k 61.25
2019-12-31 $17M 216k 76.81
2019-09-30 $15M 215k 70.93
2019-06-30 $15M 212k 70.19
2019-03-31 $14M 202k 67.61
2018-12-31 $11M 183k 59.70