Marshall Financial Group Inc Schwab Strategic Tr Us Emergin Transaction History
Marshall Financial Group Inc
- $331 Million
- Q3 2024
A detailed history of Marshall Financial Group Inc transactions in Schwab Strategic Tr Us Emergin stock. As of the latest transaction made, Marshall Financial Group Inc holds 81,452 shares of SCHE stock, worth $2.19 Million. This represents 0.72% of its overall portfolio holdings.
Number of Shares
81,452
Previous 82,409
1.16%
Holding current value
$2.19 Million
Previous $2.19 Million
8.59%
% of portfolio
0.72%
Previous 0.71%
Shares
24 transactions
Others Institutions Holding SCHE
# of Institutions
780Shares Held
141MCall Options Held
28.1KPut Options Held
200-
Creative Planning Overland Park, KS21.2MShares$571 Million0.62% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA19.2MShares$517 Million1.15% of portfolio
-
High Tower Advisors, LLC Chicago, IL7.81MShares$210 Million0.33% of portfolio
-
Us Bancorp \De\3.81MShares$103 Million0.14% of portfolio
-
Sage View Advisory Group, LLC Newport Beach, CA2.84MShares$76.5 Million4.21% of portfolio