Number of Shares
38,323.00
Current Holdings Value*
$1.38 Mil
% of Portfolio
0.3%
Total Estimate Gain
$1.32 Mil
% of Total Estimate Gain
17.34%

Marshall Financial Group, LLC's Schwab Fundamental International Equity ETF Holding Summary

As of 2025-03-31, Marshall Financial Group, LLC held 38,323.00 shares of Schwab Fundamental International Equity ETF(FNDF), totaling $1.38 Mil. This investment constitutes 0.3% of their stock portfolio, and Marshall Financial Group, LLC now holds 0.01% of the outstanding Schwab Fundamental International Equity ETF(FNDF) stock.

The initial trade took place in 2020Q4. And since then Marshall Financial Group, LLC has made 12 purchases of FNDF, at an average price of $30.67, for a total of 248,846.00 shares. In addition, there have been 5 sales at an average price of $35.26 for 210,523.00 shares. Based on historical transaction data and FNDF's current price of $39.99, Marshall Financial Group, LLC's estimated gain on his FNDF holdings is $1.32 Mil, reflecting a 17.34% gain to date.

Marshall Financial Group, LLC FNDF ($39.99) Holding Chart

Marshall Financial Group, LLC FNDF ($39.99) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

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