Fiduciary Financial Group, LLC Schwab Short Term Us Treasury Transaction History
Fiduciary Financial Group, LLC
- $460 Billion
- Q4 2024
A detailed history of Fiduciary Financial Group, LLC transactions in Schwab Short Term Us Treasury stock. As of the latest transaction made, Fiduciary Financial Group, LLC holds 1,489,093 shares of SCHO stock, worth $36.1 Million. This represents 7.81% of its overall portfolio holdings.
Number of Shares
1,489,093
Previous 731,317
103.62%
Holding current value
$36.1 Million
Previous $35.5 Billion
0.99%
% of portfolio
7.81%
Previous 8.16%
Shares
3 transactions
Others Institutions Holding SCHO
# of Institutions
662Shares Held
344MCall Options Held
56.5KPut Options Held
44.6K-
Bank Of America Corp Charlotte, NC160MShares$3.89 Billion0.33% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN21.3MShares$518 Million0.14% of portfolio
-
Jpmorgan Chase & CO New York, NY20.8MShares$504 Million0.04% of portfolio
-
Sei Investments CO Oaks, PA16.3MShares$395 Million0.52% of portfolio
-
Envestnet Asset Management Inc7.21MShares$175 Million0.06% of portfolio