Fiduciary Financial Group, LLC Schwab Strategic Tr 1000 Index Transaction History
Fiduciary Financial Group, LLC
- $708 Billion
- Q4 2025
A detailed history of Fiduciary Financial Group, LLC transactions in Schwab Strategic Tr 1000 Index stock. As of the latest transaction made, Fiduciary Financial Group, LLC holds 40,009 shares of SCHK stock, worth $1.29 Million. This represents 0.19% of its overall portfolio holdings.
Number of Shares
40,009
Previous 39,919
0.23%
Holding current value
$1.29 Million
Previous $1.28 Billion
2.35%
% of portfolio
0.19%
Previous 0.2%
Shares
5 transactions
Others Institutions Holding SCHK
# of Institutions
243Shares Held
71.4MCall Options Held
0Put Options Held
0-
Financial Engines Advisors L.L.C. Santa Clara, CA44.6MShares$1.44 Billion2.75% of portfolio
-
Legacy Wealth Management, Inc6.12MShares$198 Million11.54% of portfolio
-
Warwick Investment Management, Inc.3.5MShares$113 Million17.62% of portfolio
-
Creative Planning Overland Park, KS3.13MShares$101 Million0.08% of portfolio
-
Armstrong Advisory Group, Inc Needham, MA2.53MShares$81.6 Million5.56% of portfolio