Marshall Financial Group Inc Buys SCHWAB STRATEGIC T, VANGUARD INDEX FDS, VANGUARD INDEX FDS, Sells ISHARES TRUST

• New Purchases: IWR, MDT, OTLK,
• Added Positions: SCHB, VTV, VO, SCHV, SCHM, VOO, VB, VEA, MTUM, SCHF, SCHE, JNJ, IWB, EMB, MSFT, AOR, AAPL,
• Reduced Positions: SCHG, VWO, IWD, IWF, USRT, VUG, MUB, SCHH, BNDX, VYM,
• Sold Out: AOA,

For the details of MARSHALL FINANCIAL GROUP INC 's stock buys and sells, go to https://www.gurufocus.com/guru/marshall+financial+group+inc+/current-portfolio/portfolio

1. SCHWAB STRATEGIC T (SCHX) - 230,932 shares, 11.05% of the total portfolio. Shares added by 0.99%
2. SCHWAB STRATEGIC T (SCHG) - 156,483 shares, 10.70% of the total portfolio. Shares reduced by 3.94%
3. SCHWAB STRATEGIC T (SCHP) - 243,098 shares, 8.89% of the total portfolio. Shares reduced by 0.31%
4. SCHWAB STRATEGIC T (SCHV) - 244,263 shares, 7.57% of the total portfolio. Shares added by 8.08%
5. SCHWAB STRATEGIC T (SCHA) - 157,236 shares, 6.38% of the total portfolio. Shares reduced by 0.3%

Marshall Financial Group Inc initiated holding in ISHARES TRUST. The purchase prices were between $53.27 and $59.96, with an estimated average price of $56.73. The stock is now traded at around $63.18. The impact to a portfolio due to this purchase was 0.12%. The holding were 3,639 shares as of .

Marshall Financial Group Inc initiated holding in Medtronic PLC. The purchase prices were between $90.13 and $108.78, with an estimated average price of $100.4. The stock is now traded at around $114.56. The impact to a portfolio due to this purchase was 0.12%. The holding were 1,991 shares as of .

Marshall Financial Group Inc initiated holding in Outlook Therapeutics Inc. The purchase prices were between $0.61 and $1.6, with an estimated average price of $1.11. The stock is now traded at around $0.87. The impact to a portfolio due to this purchase was 0.01%. The holding were 11,875 shares as of .

Marshall Financial Group Inc added to a holding in SCHWAB STRATEGIC T by 87.51%. The purchase prices were between $73.86 and $85.03, with an estimated average price of $78.86. The stock is now traded at around $84.72. The impact to a portfolio due to this purchase was 2.22%. The holding were 100,450 shares as of .

Marshall Financial Group Inc added to a holding in VANGUARD INDEX FDS by 24.24%. The purchase prices were between $98.37 and $109.49, with an estimated average price of $104.76. The stock is now traded at around $114.05. The impact to a portfolio due to this purchase was 0.69%. The holding were 57,470 shares as of .

Marshall Financial Group Inc added to a holding in VANGUARD INDEX FDS by 27.59%. The purchase prices were between $164.39 and $185, with an estimated average price of $174.21. The stock is now traded at around $191.43. The impact to a portfolio due to this purchase was 0.65%. The holding were 28,839 shares as of .

Marshall Financial Group Inc sold out a holding in ISHARES TRUST. The sale prices were between $54.49 and $60.28, with an estimated average price of $57.5.