Marshall Financial Group, LLC SCHR Holdings History
Marshall Financial Group, LLC's Schwab Intermediate-Term U.S. Treasury ETF Holding Summary
As of 2025-03-31, Marshall Financial Group, LLC held 590,805.00 shares of Schwab Intermediate-Term U.S. Treasury ETF(SCHR), totaling $14.69 Mil. This investment constitutes 3.21% of their stock portfolio, and Marshall Financial Group, LLC now holds 0.14% of the outstanding Schwab Intermediate-Term U.S. Treasury ETF(SCHR) stock.
The initial trade took place in 2020Q4. And since then Marshall Financial Group, LLC has made 13 purchases of SCHR, at an average price of $40.53, for a total of 742,304.00 shares. In addition, there have been 2 sales at an average price of $54.49 for 151,499.00 shares. Based on historical transaction data and SCHR's current price of $24.73, Marshall Financial Group, LLC's estimated gain on his SCHR holdings is $-7.22 Mil, reflecting a -24.00% gain to date.
Marshall Financial Group, LLC SCHR ($24.73) Holding Chart
Marshall Financial Group, LLC SCHR ($24.73) 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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