Schwab Strategic Tr us aggregate b shares owned by Marshall Financial Group
Quarter-by-quarter ownership of Schwab Strategic Tr us aggregate b (SCHZ) shares owned by Marshall Financial Group
from 13F filings
Historical chart of Marshall Financial Group investment in Schwab Strategic Tr us aggregate b
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Quarterly reported holdings in Schwab Strategic Tr us aggregate b by Marshall Financial Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $5.0M | 215k | 23.47 |
| 2025-06-30 | $4.4M | 191k | 23.24 |
| 2025-03-31 | $4.3M | 184k | 23.16 |
| 2024-12-31 | $4.4M | 196k | 22.70 |
| 2024-09-30 | $4.8M | 102k | 47.52 |
| 2024-06-30 | $4.1M | 89k | 45.58 |
| 2024-03-31 | $4.0M | 87k | 46.00 |
| 2023-12-31 | $3.9M | 84k | 46.62 |
| 2023-09-30 | $2.7M | 61k | 44.23 |
| 2023-06-30 | $2.6M | 57k | 46.16 |
| 2023-03-31 | $2.4M | 52k | 46.91 |
| 2022-12-31 | $2.6M | 57k | 45.65 |
| 2022-09-30 | $1.7M | 38k | 45.31 |
| 2022-06-30 | $1.5M | 31k | 47.87 |
| 2022-03-31 | $1.1M | 22k | 50.57 |
| 2021-12-31 | $1.2M | 23k | 53.91 |
| 2021-09-30 | $1.3M | 23k | 54.27 |
| 2021-06-30 | $1.5M | 27k | 54.59 |
| 2021-03-31 | $1.4M | 27k | 53.97 |
| 2020-12-31 | $1.5M | 27k | 56.03 |
| 2020-09-30 | $1.5M | 27k | 56.09 |
| 2020-06-30 | $1.5M | 27k | 56.26 |
| 2020-03-31 | $1.4M | 26k | 54.28 |
| 2019-12-31 | $1.4M | 26k | 53.41 |
| 2019-09-30 | $1.0M | 19k | 53.83 |
| 2019-06-30 | $904k | 17k | 53.01 |
| 2019-03-31 | $805k | 16k | 51.88 |
| 2018-12-31 | $389k | 7.7k | 50.55 |
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