MARSHALL FINANCIAL GROUP INC /ADV: SCHX position timeline

MARSHALL FINANCIAL GROUP INC /ADV held 1,300,022 SCHX 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 1,300,022 shares

   Change vs previous 13F +47,103 shares

   9.42% of the 13F portfolio, value $34,242,580.

   13F-HR 0000701189-25-000003 filed by MARSHALL FINANCIAL GROUP INC /ADV
   Filed 2025-11-04 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

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

2. period ended2025-06-30

   13F 1,252,919 shares

   Change vs previous 13F -139,116 shares

   9.17% of the 13F portfolio, value $30,621,344.

   13F-HR 0001221073-25-000070 filed by MARSHALL FINANCIAL GROUP INC /ADV
   Filed 2025-08-05 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

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

3. period ended2025-03-31

   13F 1,392,035 shares

   Change vs previous 13F +128,057 shares

   9.67% of the 13F portfolio, value $30,736,129.

   13F-HR 0001221073-25-000048 filed by MARSHALL FINANCIAL GROUP INC /ADV
   Filed 2025-05-01 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC

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

4. period ended2024-12-31

   13F 1,263,978 shares

   Change vs previous 13F +830,387 shares

   8.95% of the 13F portfolio, value $29,299,020.

   13F-HR 0001221073-25-000011 filed by MARSHALL FINANCIAL GROUP INC /ADV
   Filed 2025-01-24 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC

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

5. period ended2024-09-30

   13F 433,591 shares

   Change vs previous 13F -18,328 shares

   8.88% of the 13F portfolio, value $29,419,155.

   13F-HR 0001221073-24-000096 filed by MARSHALL FINANCIAL GROUP INC /ADV
   Filed 2024-11-04 (acceptance time not in the bulk data set), ingested 2026-10-07 18:26:56 UTC

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

6. period ended2024-06-30

   13F 451,919 shares

   Change vs previous 13F +2,826 shares

   9.42% of the 13F portfolio, value $29,035,809.

   13F-HR 0001221073-24-000061 filed by MARSHALL FINANCIAL GROUP INC /ADV
   Filed 2024-08-09 (acceptance time not in the bulk data set), ingested 2026-10-07 18:27:57 UTC

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

7. period ended2024-03-31

   13F 449,093 shares

   Change vs previous 13F +1,938 shares

   9.19% of the 13F portfolio, value $27,870,689.

   13F-HR 0001221073-24-000038 filed by MARSHALL FINANCIAL GROUP INC /ADV
   Filed 2024-05-09 (acceptance time not in the bulk data set), ingested 2026-10-07 18:28:46 UTC

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

8. period ended2023-12-31

   13F 447,155 shares

   Change vs previous 13F not available

   9.01% of the 13F portfolio, value $25,219,533.

   13F-HR 0001221073-24-000013 filed by MARSHALL FINANCIAL GROUP INC /ADV
   Filed 2024-02-08 (acceptance time not in the bulk data set), ingested 2026-10-07 18:29:43 UTC

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