MARSHALL FINANCIAL GROUP INC /ADV
13F Portfolio Filings
- Most recent 13FQ4 2024
- Locationdoylestown, PA
- CIK0000701189
- All SEC filings
Quater | Holdings | VALUE | Top Holdings | Form Type | Date Filed | Filing Id | |
|---|---|---|---|---|---|---|---|
52 | $327.27M | SCHG, SCHX, SCHV, SCHP | 13F-HR | Jan 24, 2025 | 000122107325000011 | ||
53 | $331.12M | SCHG, SCHX, SCHV, SCHP | 13F-HR | Nov 4, 2024 | 000122107324000096 | ||
54 | $308.15M | SCHG, SCHX, SCHV, SCHP | 13F-HR | Aug 9, 2024 | 000122107324000061 | ||
55 | $303.34M | SCHG, SCHX, SCHV, SCHP | 13F-HR | May 9, 2024 | 000122107324000038 | ||
53 | $280.05M | SCHG, SCHX, SCHV, SCHP | 13F-HR | Feb 8, 2024 | 000122107324000013 | ||
48 | $245.46M | SCHG, SCHX, SCHV, SCHP | 13F-HR | Nov 3, 2023 | 000122107323000078 | ||
50 | $260.90M | SCHG, SCHX, SCHV, SCHP | 13F-HR | Aug 10, 2023 | 000122107323000063 | ||
51 | $246.01M | SCHX, SCHG, SCHV, SCHP | 13F-HR | May 3, 2023 | 000122107323000038 | ||
51 | $232.75M | SCHX, SCHV, SCHG, SCHP | 13F-HR | Feb 6, 2023 | 000122107323000019 | ||
53 | $211.56M | SCHX, SCHV, SCHP, SCHG | 13F-HR | Nov 14, 2022 | 000122107322000086 | ||
54 | $220.11M | SCHX, SCHV, SCHG, SCHP | 13F-HR | Aug 10, 2022 | 000122107322000065 | ||
57 | $250.78M | SCHX, SCHG, SCHV, SCHA | 13F-HR | May 10, 2022 | 000122107322000039 | ||
59 | $258.10M | SCHX, SCHG, SCHV, SCHP | 13F-HR | Feb 8, 2022 | 000122107322000012 | ||
60 | $237.59M | SCHX, SCHG, SCHV, SCHP | 13F-HR | Nov 15, 2021 | 000122107321000122 | ||
58 | $235.00M | SCHX, SCHG, SCHV, SCHA | 13F-HR | Jul 29, 2021 | 000122107321000076 | ||
56 | $220.26M | SCHX, SCHG, SCHV, SCHA | 13F-HR | May 10, 2021 | 000122107321000058 | ||
56 | $204.18M | SCHX, SCHG, SCHV, SCHP | 13F-HR | Feb 4, 2021 | 000122107321000012 | ||
53 | $169.21M | SCHX, SCHG, SCHP, SCHV | 13F-HR | Nov 10, 2020 | 000122107320000151 | ||
50 | $150.66M | SCHX, SCHG, SCHP, SCHV | 13F-HR | Jul 27, 2020 | 000122107320000118 | ||
44 | $123.66M | SCHP, SCHX, SCHG, SCHV | 13F-HR | Apr 23, 2020 | 000122107320000060 | ||
50 | $148.04M | SCHX, SCHA, SCHG, SCHV | 13F-HR | Feb 5, 2020 | 000122107320000020 | ||
48 | $131.26M | SCHX, SCHA, SCHP, SCHV | 13F-HR | Oct 30, 2019 | 000122107319000108 | ||
50 | $131.07M | SCHX, SCHP, SCHA, SCHG | 13F-HR | Jul 23, 2019 | 000122107319000079 | ||
49 | $122.27M | SCHP, SCHX, SCHA, SCHG | 13F-HR | Apr 26, 2019 | 000122107319000049 | ||
51 | $105.55M | SCHP, SCHX, SCHG, SCHV | 13F-HR | Feb 11, 2019 | 000122107319000025 |