Marshall & Sterling Wealth Advisors Inc. Schwab Strategic U.S. Mid Cap Transaction History
Marshall & Sterling Wealth Advisors Inc.
- $145 Billion
- Q4 2024
A detailed history of Marshall & Sterling Wealth Advisors Inc. transactions in Schwab Strategic U.S. Mid Cap stock. As of the latest transaction made, Marshall & Sterling Wealth Advisors Inc. holds 82 shares of SCHM stock, worth $2,383. This represents 0.0% of its overall portfolio holdings.
Number of Shares
82Holding current value
$2,383% of portfolio
0.0%Shares
1 transactions
Others Institutions Holding SCHM
# of Institutions
1,004Shares Held
270MCall Options Held
15KPut Options Held
1.1K-
Financial Engines Advisors L.L.C. Santa Clara, CA59.4MShares$1.73 Billion3.47% of portfolio
-
Creative Planning Overland Park, KS28.6MShares$831 Million0.77% of portfolio
-
High Tower Advisors, LLC Chicago, IL10.1MShares$293 Million0.39% of portfolio
-
Northwestern Mutual Wealth Management CO7.58MShares$220 Million0.18% of portfolio
-
Moneta Group Investment Advisors LLC St Louis, MO7.48MShares$217 Million2.94% of portfolio