Fiduciary Financial Group, LLC Schwab Strategic Tr Us Large C Transaction History
Fiduciary Financial Group, LLC
- $435 Billion
- Q3 2024
A detailed history of Fiduciary Financial Group, LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Fiduciary Financial Group, LLC holds 3,308 shares of SCHX stock, worth $77,870. This represents 0.05% of its overall portfolio holdings.
Number of Shares
3,308
Previous 3,299
0.27%
Holding current value
$77,870
Previous $220 Million
1.75%
% of portfolio
0.05%
Previous 0.05%
Shares
2 transactions
Others Institutions Holding SCHX
# of Institutions
1,353Shares Held
349MCall Options Held
34.3KPut Options Held
1.2K-
Creative Planning Overland Park, KS27.9MShares$657 Million1.88% of portfolio
-
Moneta Group Investment Advisors LLC St Louis, MO25.6MShares$603 Million18.81% of portfolio
-
Us Bancorp \De\20.6MShares$485 Million1.81% of portfolio
-
Mercer Global Advisors Inc Denver, CO13.9MShares$328 Million2.07% of portfolio
-
Sei Investments CO Oaks, PA12.4MShares$291 Million1.12% of portfolio