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 $75,819. This represents 0.05% of its overall portfolio holdings.
Number of Shares
3,308
Previous 3,299
0.27%
Holding current value
$75,819
Previous $220 Million
1.75%
% of portfolio
0.05%
Previous 0.05%
Shares
2 transactions
Others Institutions Holding SCHX
# of Institutions
1,332Shares Held
460MCall Options Held
24.7KPut Options Held
3.6K-
Charles Schwab Investment Management Inc San Francisco, CA149MShares$3.42 Billion1.85% of portfolio
-
Creative Planning Overland Park, KS27.9MShares$640 Million1.88% of portfolio
-
Us Bancorp \De\20.6MShares$472 Million1.81% of portfolio
-
Sei Investments CO Oaks, PA12.5MShares$287 Million1.17% of portfolio
-
Hbk Sorce Advisory LLC Erie, PA10.6MShares$243 Million25.33% of portfolio