Marshall Financial Group Inc Schwab Strategic Tr Us Small C Transaction History
Marshall Financial Group Inc
- $308 Million
- Q2 2024
A detailed history of Marshall Financial Group Inc transactions in Schwab Strategic Tr Us Small C stock. As of the latest transaction made, Marshall Financial Group Inc holds 397,983 shares of SCHA stock, worth $20.2 Million. This represents 6.13% of its overall portfolio holdings.
Number of Shares
397,983
Previous 393,283
1.2%
Holding current value
$20.2 Million
Previous $19.4 Million
2.48%
% of portfolio
6.13%
Previous 6.38%
Shares
23 transactions
Others Institutions Holding SCHA
# of Institutions
1,120Shares Held
230MCall Options Held
44.7KPut Options Held
32.4K-
Charles Schwab Investment Management Inc San Francisco, CA87.1MShares$4.42 Billion0.8% of portfolio
-
Bank Of America Corp Charlotte, NC22.1MShares$1.12 Billion0.09% of portfolio
-
Empower Advisory Group, LLC Greenwood Village, CO11.9MShares$607 Million2.11% of portfolio
-
Personal Capital Advisors Corp10.5MShares$534 Million2.07% of portfolio
-
Sei Investments CO Oaks, PA7.36MShares$374 Million0.51% of portfolio