Fiduciary Alliance LLC Schwab Strategic Tr Us Dividen Transaction History

Fiduciary Alliance LLC

$989 Billion
Q4 2024

A detailed history of Fiduciary Alliance LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Fiduciary Alliance LLC holds 430,466 shares of SCHD stock, worth $11.9 Million. This represents 1.19% of its overall portfolio holdings.

Number of Shares

430,466

Previous 114,007 277.58%

Holding current value

$11.9 Million

Previous $9.64 Billion 22.03%

% of portfolio

1.19%

Previous 1.28%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 13, 2025	BUY	$26.93 - $84.95 $8.52 Million - $26.9 Million	316,459 Added 277.58%	430,466 $11.8 Billion
Q3 2024 Oct 11, 2024	BUY	$77.02 - $85.06 $3.79 Million - $4.18 Million	49,173 Added 75.84%	114,007 $9.64 Billion
Q2 2024 Jul 09, 2024	BUY	$75.81 - $80.15 $263,667 - $278,761	3,478 Added 5.67%	64,834 $5.02 Billion
Q1 2024 Apr 17, 2024	BUY	$75.25 - $80.63 $1.41 Million - $1.51 Million	18,722 Added 43.91%	61,356 $4.92 Billion
Q4 2023 Jan 17, 2024	BUY	$66.9 - $76.32 $2.07 Million - $2.36 Million	30,911 Added 263.68%	42,634 $3.25 Billion
Q3 2023 Oct 18, 2023	BUY	$70.63 - $75.66 $726,641 - $778,390	10,288 Added 716.93%	11,723 $830 Million
Q2 2023 Jul 18, 2023	BUY	$69.18 - $73.94 $99,273 - $106,103	1,435 New	1,435 $104 Million
Q4 2022 Jan 19, 2023	BUY	$67.16 - $79.06 $51,578 - $60,718	768 New	768 $58 Million

Others Institutions Holding SCHD

# of Institutions

1,861

Shares Held

518M

Call Options Held

1.92M

Put Options Held

1.16M

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About SCHWAB STRATEGIC TR US DIVIDEN

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Fiduciary Alliance LLC Schwab Strategic Tr Us Dividen Transaction History