Marshall Financial Group Inc Schwab Strategic U.S. Reit ETF Call Options Transaction History
Marshall Financial Group Inc
- $334 Million
- Q2 2025
Call Options
	  0 transactions
	
  | Quarter | Operation | Price Per call | calls change | calls Held | SEC Form | 
|---|
Others Institutions Holding SCHH
# of Institutions
591Shares Held
179MCall Options Held
59.3KPut Options Held
15.1K- 
    
      Financial Engines Advisors L.L.C. Santa Clara, CA55.5MShares$1.19 Billion2.35% of portfolio
- 
    
      Us Bancorp \De\30.5MShares$654 Million0.83% of portfolio
- 
    
      Creative Planning Overland Park, KS22.6MShares$485 Million0.41% of portfolio
- 
    
      Envestnet Portfolio Solutions, Inc. Berwyn, PA8.36MShares$179 Million0.76% of portfolio
- 
    
      Northwestern Mutual Wealth Management CO7.86MShares$168 Million0.12% of portfolio