Marshall Financial Group Inc Schwab Us Aggregate Bond ETF Transaction History
Marshall Financial Group Inc
- $308 Million
- Q2 2024
A detailed history of Marshall Financial Group Inc transactions in Schwab Us Aggregate Bond ETF stock. As of the latest transaction made, Marshall Financial Group Inc holds 88,938 shares of SCHZ stock, worth $4.22 Million. This represents 1.32% of its overall portfolio holdings.
Number of Shares
88,938
Previous 87,207
1.98%
Holding current value
$4.22 Million
Previous $4.01 Million
1.05%
% of portfolio
1.32%
Previous 1.32%
Shares
23 transactions
Others Institutions Holding SCHZ
# of Institutions
625Shares Held
107MCall Options Held
100Put Options Held
1.8K-
Charles Schwab Investment Management Inc San Francisco, CA33.8MShares$1.6 Billion0.3% of portfolio
-
Jpmorgan Chase & CO New York, NY5.64MShares$268 Million0.02% of portfolio
-
Avantax Planning Partners, Inc.3.4MShares$161 Million5.0% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN2.68MShares$127 Million0.03% of portfolio
-
Rockbridge Investment Management, Lcc Syracuse, NY2.59MShares$123 Million16.7% of portfolio