MARSHALL FINANCIAL GROUP INC /ADV: SCHZ position timeline

MARSHALL FINANCIAL GROUP INC /ADV held 215,071 SCHZ 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 215,071 shares

   Change vs previous 13F +24,494 shares

   1.39% of the 13F portfolio, value $5,047,724.

   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 190,577 shares

   Change vs previous 13F +6,279 shares

   1.33% of the 13F portfolio, value $4,429,020.

   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 184,298 shares

   Change vs previous 13F -11,396 shares

   1.34% of the 13F portfolio, value $4,268,341.

   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 195,694 shares

   Change vs previous 13F +93,831 shares

   1.36% of the 13F portfolio, value $4,442,260.

   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 101,863 shares

   Change vs previous 13F +12,925 shares

   1.46% of the 13F portfolio, value $4,840,518.

   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 88,938 shares

   Change vs previous 13F +1,731 shares

   1.32% of the 13F portfolio, value $4,053,779.

   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 87,207 shares

   Change vs previous 13F +3,122 shares

   1.32% of the 13F portfolio, value $4,011,510.

   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 84,085 shares

   Change vs previous 13F not available

   1.4% of the 13F portfolio, value $3,920,049.

   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).