Fiduciary Financial Group, LLC Schwab Strategic Tr Us Dividen Transaction History
Fiduciary Financial Group, LLC
- $460 Billion
- Q4 2024
A detailed history of Fiduciary Financial Group, LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Fiduciary Financial Group, LLC holds 8,349 shares of SCHD stock, worth $232,352. This represents 0.05% of its overall portfolio holdings.
Number of Shares
8,349Holding current value
$232,352% of portfolio
0.05%Shares
1 transactions
Others Institutions Holding SCHD
# of Institutions
1,779Shares Held
316MCall Options Held
1.92MPut Options Held
1.16M-
Lpl Financial LLC Fort Mill, SC11.5MShares$321 Million0.45% of portfolio
-
Orgel Wealth Management, LLC11.1MShares$308 Million8.18% of portfolio
-
Morgan Stanley New York, NY9.23MShares$257 Million0.06% of portfolio
-
Sumitomo Life Insurance CO8.94MShares$249 Million14.86% of portfolio
-
Avantax Advisory Services, Inc.8.5MShares$237 Million4.81% of portfolio