Skip to content
Disclosery

MARSHALL FINANCIAL GROUP INC /ADV: SCHE position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of MARSHALL FINANCIAL GROUP INC /ADV on SCHE, newest first. How the timeline and the estimate are built.

MARSHALL FINANCIAL GROUP INC /ADV held 78,180 SCHE shares at 2025-09-30 per its 13F-HR filed 2025-11-04.

the latest 13F is the newest step

  1. period ended2025-09-30
    13F 78,180 shares
    Change vs previous 13F -1,500 shares

    0.72% of the 13F portfolio, value $2,608,874.

    13F-HR 0000701189-25-000003 filed by MARSHALL FINANCIAL GROUP INC /ADV
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2025-06-30
    13F 79,680 shares
    Change vs previous 13F -367 shares

    0.72% of the 13F portfolio, value $2,401,543.

    13F-HR 0001221073-25-000070 filed by MARSHALL FINANCIAL GROUP INC /ADV
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-03-31
    13F 80,047 shares
    Change vs previous 13F -3,237 shares

    0.69% of the 13F portfolio, value $2,206,905.

    13F-HR 0001221073-25-000048 filed by MARSHALL FINANCIAL GROUP INC /ADV
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2024-12-31
    13F 83,284 shares
    Change vs previous 13F +1,832 shares

    0.68% of the 13F portfolio, value $2,217,859.

    13F-HR 0001221073-25-000011 filed by MARSHALL FINANCIAL GROUP INC /ADV
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2024-09-30
    13F 81,452 shares
    Change vs previous 13F -957 shares

    0.72% of the 13F portfolio, value $2,376,768.

    13F-HR 0001221073-24-000096 filed by MARSHALL FINANCIAL GROUP INC /ADV
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2024-06-30
    13F 82,409 shares
    Change vs previous 13F +3,685 shares

    0.71% of the 13F portfolio, value $2,188,790.

    13F-HR 0001221073-24-000061 filed by MARSHALL FINANCIAL GROUP INC /ADV
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-03-31
    13F 78,724 shares
    Change vs previous 13F -232 shares

    0.66% of the 13F portfolio, value $1,987,785.

    13F-HR 0001221073-24-000038 filed by MARSHALL FINANCIAL GROUP INC /ADV
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2023-12-31
    13F 78,956 shares
    Change vs previous 13F not available

    0.7% of the 13F portfolio, value $1,957,309.

    13F-HR 0001221073-24-000013 filed by MARSHALL FINANCIAL GROUP INC /ADV
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).