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 25,940 shares of SCHX stock, worth $688,447. This represents 0.05% of its overall portfolio holdings.

Number of Shares
25,940
Previous 27,576 5.93%
Holding current value
$688,447
Previous $674 Million 1.38%
% of portfolio
0.05%
Previous 0.05%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 08, 2025
SELL
$24.46 - $26.5 $40,016 - $43,354
-1,636 Reduced 5.93%
25,940 $683 Million
Q2 2025

Jul 09, 2025
BUY
$19.6 - $24.44 $38,612 - $48,146
1,970 Added 7.69%
27,576 $674 Million
Q1 2025

Apr 09, 2025
BUY
$21.75 - $24.28 $19,553 - $21,827
899 Added 3.64%
25,606 $565 Million
Q4 2024

Jan 13, 2025
BUY
$22.4 - $68.28 $553,436 - $1.69 Million
24,707 New
24,707 $573 Million
Q2 2023

Jul 18, 2023
BUY
$47.67 - $52.37 $198,307 - $217,859
4,160 New
4,160 $218 Million
Q4 2022

Jan 19, 2023
BUY
$42.25 - $48.16 $96,541 - $110,045
2,285 New
2,285 $103 Million

Others Institutions Holding SCHX

# of Institutions
1,633
Shares Held
1.14B
Call Options Held
64.2K
Put Options Held
12K
View Full List

About SCHWAB STRATEGIC TR US LARGE-C

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