Fiduciary Alliance LLC Schwab Strategic Tr Us Large C Transaction History
Fiduciary Alliance LLC
- $1.49 Trillion
- Q3 2025
A detailed history of Fiduciary Alliance LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Fiduciary Alliance LLC holds 335,189 shares of SCHV stock, worth $9.72 Million. This represents 0.65% of its overall portfolio holdings.
Number of Shares
335,189
Previous 334,791
0.12%
Holding current value
$9.72 Million
Previous $9.26 Billion
5.33%
% of portfolio
0.65%
Previous 0.69%
Shares
4 transactions
Others Institutions Holding SCHV
# of Institutions
974Shares Held
358MCall Options Held
0Put Options Held
0-
Financial Engines Advisors L.L.C. Santa Clara, CA51.9MShares$1.5 Billion2.89% of portfolio
-
Sei Investments CO Oaks, PA44.4MShares$1.29 Billion1.44% of portfolio
-
Mather Group, Llc. Chicago, IL34.1MShares$989 Million10.12% of portfolio
-
Envestnet Asset Management Inc16.7MShares$484 Million0.15% of portfolio
-
Advisor Group Holdings, Inc. Phoenix, AZ12.1MShares$350 Million0.52% of portfolio