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 $6.21 Million. This represents 3.7% of its overall portfolio holdings.
Number of Shares
138,723
Previous 140,246
1.09%
Holding current value
$6.21 Million
Previous $6.24 Billion
1.95%
% of portfolio
3.7%
Previous 3.8%
Shares
2 transactions
Others Institutions Holding SCHI
# of Institutions
181Shares Held
134MCall Options Held
0Put Options Held
0-
Charles Schwab Investment Advisory, Inc. San Francisco, CA111MShares$4.98 Billion6.8% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA5.41MShares$242 Million0.06% of portfolio
-
River Front Investment Group, LLC Richmond, VA3.86MShares$173 Million4.84% of portfolio
-
Envestnet Asset Management Inc3.3MShares$148 Million0.06% of portfolio
-
Campbell Wealth Management2.08MShares$93.3 Million9.21% of portfolio