Marshall Financial Group Inc Schwab Strategic U.S. Mid Cap Transaction History
Marshall Financial Group Inc
- $327 Million
- Q4 2024
A detailed history of Marshall Financial Group Inc transactions in Schwab Strategic U.S. Mid Cap stock. As of the latest transaction made, Marshall Financial Group Inc holds 641,834 shares of SCHM stock, worth $17 Million. This represents 5.43% of its overall portfolio holdings.
Number of Shares
641,834
Previous 213,839
200.15%
Holding current value
$17 Million
Previous $17.8 Million
0.1%
% of portfolio
5.43%
Previous 5.37%
Shares
25 transactions
Others Institutions Holding SCHM
# of Institutions
1,010Shares Held
275MCall Options Held
15KPut Options Held
1.1K-
Financial Engines Advisors L.L.C. Santa Clara, CA59.4MShares$1.57 Billion3.47% of portfolio
-
Creative Planning Overland Park, KS28.6MShares$758 Million0.77% of portfolio
-
High Tower Advisors, LLC Chicago, IL10.1MShares$267 Million0.39% of portfolio
-
Northwestern Mutual Wealth Management CO7.58MShares$201 Million0.18% of portfolio
-
Moneta Group Investment Advisors LLC St Louis, MO7.48MShares$198 Million2.94% of portfolio