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MARSHALL FINANCIAL GROUP INC /ADV > SCHM

DateNameTickerSharesChangeValueChangePrice
06/30/2023SCHWAB STRATEGIC TRUSTSCHM209,253-8,55614,863,235,000572,775,000$71,029.97
12/31/2022SCHWAB STRATEGIC TRUSTSCHM217,8098,11114,290,460,00014,277,767,000$65,610.05
09/30/2022SCHWAB STRATEGIC TRUSTSCHM209,698-2,39412,693,000-612,000$60.53
06/30/2022SCHWAB STRATEGIC TRUSTSCHM212,0923,59013,305,000-2,512,000$62.73
03/31/2022SCHWAB STRATEGIC TRUSTSCHM208,50211,59915,817,000-20,000$75.86
12/31/2021SCHWAB STRATEGIC TRUSTSCHM196,9038,65015,837,0001,406,000$80.43
09/30/2021SCHWAB STRATEGIC TRUSTSCHM188,2532,60014,431,000-100,000$76.66
06/30/2021SCHWAB STRATEGIC TRUSTSCHM185,6531,83814,531,000850,000$78.27
03/31/2021SCHWAB STRATEGIC TRUSTSCHM183,81596613,681,0001,214,000$74.43
12/31/2020SCHWAB STRATEGIC TRUSTSCHM182,8499,78612,467,0002,865,000$68.18
09/30/2020SCHWAB STRATEGIC TRUSTSCHM173,06314,9819,602,0001,284,000$55.48
06/30/2020SCHWAB STRATEGIC TRUSTSCHM158,082-4,8428,318,0001,449,000$52.62
03/31/2020SCHWAB STRATEGIC TRUSTSCHM162,924-26,9586,869,000-4,552,000$42.16
12/31/2019SCHWAB STRATEGIC TRUSTSCHM189,88221,88111,421,0001,922,000$60.15
09/30/2019SCHWAB STRATEGIC TRUSTSCHM168,00112,4379,499,000618,000$56.54
06/30/2019SCHWAB STRATEGIC TRUSTSCHM155,56424,6688,881,0001,631,000$57.09
03/31/2019SCHWAB STRATEGIC TRUSTSCHM130,89630,6527,250,0002,445,000$55.39
12/31/2018SCHWAB STRATEGIC TRUSTSCHM100,244100,2444,805,0004,805,000$47.93
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