
12/31/2018
Top Buys
- Name% Change
- SCHP Schwab U.S. TIPS ETF 12.387%
- SCHX Schwab U.S. Large-C... 10.355%
- SCHG Schwab U.S. Large-C... 9.93%
- SCHV Schwab U.S. Large-C... 9.59%
- SCHA Schwab U.S. Small-C... 9.372%
HTTPS://WWW.LINKEDIN.COM/COMPANY/5394125 • DOYLESTOWN, PA • Investment Advisor How do I update this listing?
Also known as:
Marshall Financial Group is based out of Doylestown. Marshall Financial Group is a large advisory firm with 523 clients and discretionary assets under management (AUM) of $656,591,169 (Form ADV from 2018-10-03). Their last reported 13F filing for Q4 2018 included $105,553,000 in managed 13F securities and a top 10 holdings concentration of 74.37%. Marshall Financial Group's largest holding is Schwab U.S. TIPS ETF with shares held of 245,534. Whalewisdom has at least 1 13F filings