Marshall Financial Group Inc Schwab Strategic Tr Us Large C Transaction History
Marshall Financial Group Inc
- $303 Million
- Q1 2024
A detailed history of Marshall Financial Group Inc transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Marshall Financial Group Inc holds 307,359 shares of SCHV stock, worth $22.7 Million. This represents 7.7% of its overall portfolio holdings.
Number of Shares
307,359
Previous 298,046
3.12%
Holding current value
$22.7 Million
Previous $20.9 Million
11.77%
% of portfolio
7.7%
Previous 7.46%
Shares
22 transactions
Others Institutions Holding SCHV
# of Institutions
787Shares Held
102MCall Options Held
9.1KPut Options Held
0-
Financial Engines Advisors L.L.C. Santa Clara, CA19MShares$1.4 Billion3.26% of portfolio
-
Sei Investments CO Oaks, PA10.9MShares$810 Million1.25% of portfolio
-
Mather Group, Llc. Chicago, IL10.5MShares$777 Million12.01% of portfolio
-
Advisor Group Holdings, Inc. Phoenix, AZ4.58MShares$339 Million0.8% of portfolio
-
Avantax Planning Partners, Inc.4.1MShares$303 Million10.12% of portfolio