Marshall Financial Group Inc Schwab Strategic U.S. Reit ETF Transaction History
Marshall Financial Group Inc
- $327 Million
- Q4 2024
A detailed history of Marshall Financial Group Inc transactions in Schwab Strategic U.S. Reit ETF stock. As of the latest transaction made, Marshall Financial Group Inc holds 148,893 shares of SCHH stock, worth $3.17 Million. This represents 0.96% of its overall portfolio holdings.
Number of Shares
148,893
Previous 170,315
12.58%
Holding current value
$3.17 Million
Previous $3.95 Million
20.55%
% of portfolio
0.96%
Previous 1.19%
Shares
25 transactions
Others Institutions Holding SCHH
# of Institutions
556Shares Held
177MCall Options Held
20.1KPut Options Held
81.7K-
Financial Engines Advisors L.L.C. Santa Clara, CA53.8MShares$1.15 Billion2.39% of portfolio
-
Us Bancorp \De\28.4MShares$605 Million0.79% of portfolio
-
Creative Planning Overland Park, KS24.3MShares$517 Million0.5% of portfolio
-
Northwestern Mutual Wealth Management CO7.65MShares$163 Million0.14% of portfolio
-
Envestnet Portfolio Solutions, Inc. Berwyn, PA7.23MShares$154 Million0.55% of portfolio