Notify me when MARSHALL FINANCIAL GROUP INC /ADV files a new 13F portfolio report.
⭐ Subscribe ⭐| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Filing Time |
|---|---|---|---|---|---|---|---|---|
| Q3 2025 | 53 | $363,549,156 | +$10,355,558 | -$3,156,969 | +$7,198,589 | SCHX, SCHG, SCHV, VOO, SCHP | 13F-HR | 04 Nov 2025, 14:58 |
| Q2 2025 | 52 | $334,049,855 | +$1,600,127 | -$12,253,421 | -$10,653,294 | SCHG, SCHX, SCHV, SCHP, VOO | 13F-HR | 04 Aug 2025, 18:32 |
| Q1 2025 | 54 | $317,861,521 | +$12,844,758 | -$12,449,689 | +$395,069 | SCHX, SCHG, SCHV, SCHP, VOO | 13F-HR | 30 Apr 2025, 17:53 |
| Q4 2024 | 52 | $327,270,383 | +$115,640,416 | -$1,935,225 | +$113,705,191 | SCHG, SCHX, SCHV, SCHP, SCHA | 13F-HR | 24 Jan 2025, 17:25 |
| Q3 2024 | 53 | $331,121,512 | +$8,396,589 | -$5,547,837 | +$2,848,752 | SCHG, SCHX, SCHV, SCHP, SCHA | 13F-HR | 04 Nov 2024, 16:32 |
| Q2 2024 | 54 | $308,148,914 | +$4,668,741 | -$1,952,152 | +$2,716,589 | SCHG, SCHX, SCHV, SCHP, SCHA | 13F-HR | 09 Aug 2024, 17:06 |
| Q1 2024 | 55 | $303,339,646 | +$6,672,142 | -$3,463,694 | +$3,208,448 | SCHG, SCHX, SCHV, SCHP, SCHA | 13F-HR | 08 May 2024, 20:19 |
| Q4 2023 | 53 | $280,051,115 | +$9,784,159 | -$1,629,411 | +$8,154,748 | SCHG, SCHX, SCHV, SCHP, SCHA | 13F-HR | 07 Feb 2024, 19:59 |
| Q3 2023 | 48 | $245,459,335 | +$1,746,961 | -$6,175,387 | -$4,428,426 | SCHG, SCHX, SCHV, SCHP, SCHA | 13F-HR | 02 Nov 2023, 21:29 |
| Q2 2023 | 50 | $260,901,159 | +$4,142,630 | -$2,821,884 | +$1,320,746 | SCHG, SCHX, SCHV, SCHP, SCHA | 13F-HR | 10 Aug 2023, 17:19 |
| Q1 2023 | 51 | $246,006,338 | +$4,752,296 | -$3,604,094 | +$1,148,202 | SCHX, SCHG, SCHV, SCHP, SCHA | 13F-HR | 02 May 2023, 18:38 |
| Q4 2022 | 51 | $232,754,754 | +$9,211,409 | -$2,650,650 | +$6,560,759 | SCHX, SCHV, SCHG, SCHP, SCHA | 13F-HR | 03 Feb 2023, 19:21 |
| Q3 2022 | 53 | $211,564,000 | +$6,855,113 | -$3,075,278 | +$3,779,835 | SCHX, SCHV, SCHP, SCHG, SCHA | 13F-HR | 14 Nov 2022, 16:15 |
| Q2 2022 | 54 | $220,109,000 | +$10,617,528 | -$2,408,919 | +$8,208,609 | SCHX, SCHV, SCHG, SCHP, SCHA | 13F-HR | 10 Aug 2022, 14:09 |
| Q1 2022 | 57 | $250,776,000 | +$51,440,817 | -$3,040,861 | +$48,399,956 | SCHX, SCHG, SCHV, SCHA, SCHP | 13F-HR | 10 May 2022, 14:59 |
| Q4 2021 | 59 | $258,099,000 | +$7,615,512 | -$1,685,937 | +$5,929,575 | SCHX, SCHG, SCHV, SCHP, SCHB | 13F-HR | 07 Feb 2022, 20:02 |
| Q3 2021 | 60 | $237,594,000 | +$6,286,603 | -$1,234,776 | +$5,051,827 | SCHX, SCHG, SCHV, SCHP, SCHA | 13F-HR | 15 Nov 2021, 16:19 |
| Q2 2021 | 58 | $235,001,000 | +$2,881,873 | -$1,987,689 | +$894,184 | SCHX, SCHG, SCHV, SCHA, SCHP | 13F-HR | 29 Jul 2021, 16:09 |
| Q1 2021 | 56 | $220,263,000 | +$6,955,805 | -$2,648,652 | +$4,307,153 | SCHX, SCHG, SCHV, SCHA, SCHP | 13F-HR | 10 May 2021, 17:15 |
| Q4 2020 | 56 | $204,177,000 | +$12,801,241 | -$1,509,146 | +$11,292,095 | SCHX, SCHG, SCHV, SCHP, SCHA | 13F-HR | 04 Feb 2021, 09:51 |
| Q3 2020 | 53 | $169,210,000 | +$11,146,508 | -$2,001,215 | +$9,145,293 | SCHX, SCHG, SCHP, SCHV, SCHA | 13F-HR | 09 Nov 2020, 20:33 |
| Q2 2020 | 50 | $150,658,000 | +$9,401,123 | -$4,785,320 | +$4,615,803 | SCHX, SCHG, SCHP, SCHV, SCHA | 13F-HR | 27 Jul 2020, 10:30 |
| Q1 2020 | 44 | $123,662,000 | +$14,077,283 | -$8,604,740 | +$5,472,543 | SCHP, SCHX, SCHG, SCHV, SCHA | 13F-HR | 23 Apr 2020, 16:08 |
| Q4 2019 | 50 | $148,036,000 | +$9,094,406 | -$1,070,418 | +$8,023,988 | SCHX, SCHA, SCHG, SCHV, SCHP | 13F-HR | 05 Feb 2020, 17:08 |
| Q3 2019 | 48 | $131,261,000 | +$3,385,082 | -$3,196,075 | +$189,007 | SCHX, SCHA, SCHP, SCHV, SCHG | 13F-HR | 30 Oct 2019, 17:13 |
| Q2 2019 | 50 | $131,070,000 | +$7,231,297 | -$1,913,159 | +$5,318,138 | SCHX, SCHP, SCHA, SCHG, SCHV | 13F-HR | 23 Jul 2019, 17:11 |
| Q1 2019 | 49 | $122,267,000 | +$7,427,242 | -$2,706,551 | +$4,720,691 | SCHP, SCHX, SCHA, SCHG, SCHV | 13F-HR | 26 Apr 2019, 14:02 |
| Q4 2018 | 51 | $105,553,000 | $0 | $0 | $0 | SCHP, SCHX, SCHG, SCHV, SCHA | 13F-HR | 11 Feb 2019, 11:34 |