SCHWAB STRATEGIC TR

Ticker: SCHD CUSIP: 808524797 Class: US DIVIDEND EQ

Marshall Financial Group LLC's Holding History (CIK: 0001841496)

Note: Option positions (PUT/CALL) are excluded.

Q2 2023
Shares 3,270 Value ($000) $237 Avg Close — Range —
Q1 2023
Shares 45,280 Value ($000) $3,313 Avg Close — Range —
Q4 2022
Shares 44,471 Value ($000) $3,359 Avg Close — Range —
Q3 2022
Shares 40,386 Value ($000) $2,683 Avg Close — Range —
Q2 2022
Shares 40,824 Value ($000) $2,924 Avg Close — Range —
Q1 2022
Shares 26,324 Value ($000) $2,077 Avg Close — Range —
Q4 2021
Shares 24,932 Value ($000) $2,015 Avg Close — Range —
Q3 2021
Shares 23,890 Value ($000) $1,774 Avg Close — Range —
Q2 2021
Shares 22,336 Value ($000) $1,689 Avg Close — Range —
Q1 2021
Shares 20,832 Value ($000) $1,519 Avg Close — Range —
Q4 2020
Shares 19,846 Value ($000) $1,273 Avg Close — Range —