Fiduciary Financial Group, LLC Schwab Strategic Tr Us Dividen Transaction History

Fiduciary Financial Group, LLC

  • $633 Billion
  • Q3 2025

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 7,949 shares of SCHD stock, worth $216,530. This represents 0.03% of its overall portfolio holdings.

Number of Shares
7,949
Previous 8,319 4.45%
Holding current value
$216,530
Previous $225 Million 3.57%
% of portfolio
0.03%
Previous 0.04%

Shares

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

Oct 09, 2025
SELL
$26.38 - $27.95 $9,760 - $10,341
-370 Reduced 4.45%
7,949 $217 Million
Q2 2025

Jul 02, 2025
SELL
$24.32 - $27.87 $23,249 - $26,643
-956 Reduced 10.31%
8,319 $225 Million
Q1 2025

Apr 14, 2025
BUY
$27.01 - $28.54 $25,011 - $26,428
926 Added 11.09%
9,275 $232 Million
Q4 2024

Jan 13, 2025
BUY
$26.93 - $84.95 $224,838 - $709,247
8,349 New
8,349 $225 Million

Others Institutions Holding SCHD

# of Institutions
2,059
Shares Held
873M
Call Options Held
4.95M
Put Options Held
2.61M
View Full List

About SCHWAB STRATEGIC TR US DIVIDEN

SCHD Quotes by TradingView
  • Ticker SCHD
  • Sector ETFs
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More about SCHD
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