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 449,093 shares of SCHX stock, worth $29.1 Million. This represents 9.19% of its overall portfolio holdings.
Number of Shares
449,093
Previous 447,155
0.43%
Holding current value
$29.1 Million
Previous $25.2 Million
10.51%
% of portfolio
9.19%
Previous 9.01%
Shares
22 transactions
Others Institutions Holding SCHX
# of Institutions
1,258Shares Held
426MCall Options Held
40.4KPut Options Held
1.4K-
Charles Schwab Investment Advisory, Inc. San Francisco, CA97.7MShares$6.33 Billion8.33% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA50.4MShares$3.27 Billion0.73% of portfolio
-
Creative Planning Overland Park, KS28.3MShares$1.84 Billion1.95% of portfolio
-
Sei Investments CO Oaks, PA12.7MShares$824 Million1.18% of portfolio
-
Hbk Sorce Advisory LLC Erie, PA10.5MShares$683 Million24.51% of portfolio