Marshall & Sullivan Inc Schwab Strategic Tr Us Large C Transaction History
Marshall & Sullivan Inc
- $192 Million
- Q2 2024
Shares
2 transactions
Others Institutions Holding SCHX
# of Institutions
1,269Shares Held
428MCall Options Held
40.4KPut Options Held
1.4K-
Charles Schwab Investment Advisory, Inc. San Francisco, CA97.7MShares$6.22 Billion8.33% of portfolio
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Charles Schwab Investment Management Inc San Francisco, CA50.4MShares$3.21 Billion0.73% of portfolio
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Creative Planning Overland Park, KS28.3MShares$1.81 Billion1.95% of portfolio
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Sei Investments CO Oaks, PA12.7MShares$809 Million1.18% of portfolio
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Hbk Sorce Advisory LLC Erie, PA10.5MShares$670 Million24.51% of portfolio