MARSHALL FINANCIAL GROUP INC /ADV

13F Portfolio Filings

  • Most recent 13F
    Q3 2024
  • Location
    doylestown, PA
  • CIK
    0000701189
  • All SEC filings
Quater
Holdings
VALUE
Top Holdings
Form Type
Date Filed
Filing Id
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