Marmo Financial Group, LLC Schwab Strategic Tr 5 10 Yr C Transaction History
Marmo Financial Group, LLC
- $165 Billion
- Q2 2024
A detailed history of Marmo Financial Group, LLC transactions in Schwab Strategic Tr 5 10 Yr C stock. As of the latest transaction made, Marmo Financial Group, LLC holds 138,723 shares of SCHI stock, worth $6.37 Million. This represents 3.7% of its overall portfolio holdings.
Number of Shares
138,723
Previous 140,246
1.09%
Holding current value
$6.37 Million
Previous $6.24 Billion
1.95%
% of portfolio
3.7%
Previous 3.8%
Shares
2 transactions
Others Institutions Holding SCHI
# of Institutions
191Shares Held
135MCall Options Held
0Put Options Held
0-
Charles Schwab Investment Management Inc San Francisco, CA120MShares$5.5 Billion1.02% of portfolio
-
River Front Investment Group, LLC Richmond, VA3.95MShares$182 Million4.73% of portfolio
-
Envestnet Asset Management Inc3.69MShares$169 Million0.06% of portfolio
-
Raymond James & Associates St Petersburg, FL982KShares$45.1 Million0.03% of portfolio
-
Royal Bank Of Canada Toronto, A6594KShares$27.3 Million0.01% of portfolio