Fiduciary Financial Group, LLC Schwab Short Term Us Treasury Transaction History
Fiduciary Financial Group, LLC
- $435 Billion
- Q3 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 731,317 shares of SCHO stock, worth $17.7 Million. This represents 8.16% of its overall portfolio holdings.
Number of Shares
731,317
Previous 661,774
10.51%
Holding current value
$17.7 Million
Previous $32 Billion
11.13%
% of portfolio
8.16%
Previous 7.72%
Shares
2 transactions
Others Institutions Holding SCHO
# of Institutions
612Shares Held
170MCall Options Held
42KPut Options Held
33.9K-
Bank Of America Corp Charlotte, NC75.4MShares$1.82 Billion0.32% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN10.6MShares$257 Million0.14% of portfolio
-
Jpmorgan Chase & CO New York, NY9.08MShares$219 Million0.04% of portfolio
-
Sei Investments CO Oaks, PA7.6MShares$184 Million0.53% of portfolio
-
Envestnet Asset Management Inc3.19MShares$77.1 Million0.05% of portfolio