Fiduciary Financial Group, LLC Schwab Strategic Tr Us Large C Transaction History

Fiduciary Financial Group, LLC

  • $460 Billion
  • Q4 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 9,952 shares of SCHX stock, worth $237,653. This represents 0.05% of its overall portfolio holdings.

Number of Shares
9,952
Previous 3,308 200.85%
Holding current value
$237,653
Previous $224 Million 2.15%
% of portfolio
0.05%
Previous 0.05%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 13, 2025
BUY
$22.4 - $68.28 $148,825 - $453,652
6,644 Added 200.85%
9,952 $229 Million
Q3 2024

Oct 09, 2024
BUY
$61.11 - $67.85 $549 - $610
9 Added 0.27%
3,308 $224 Million
Q2 2024

Jul 17, 2024
BUY
$58.7 - $64.78 $193,651 - $213,709
3,299 New
3,299 $220 Million

Others Institutions Holding SCHX

# of Institutions
1,379
Shares Held
472M
Call Options Held
34.3K
Put Options Held
1.2K
View Full List

About SCHWAB STRATEGIC TR US LARGE-C

SCHX Quotes by TradingView
  • Ticker SCHX
  • Sector ETFs
  • Industry ETFs
More about SCHX
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