Fiduciary Alliance LLC Schwab Strategic Tr Us Large C Transaction History

Fiduciary Alliance LLC

  • $1.02 Trillion
  • Q1 2025

A detailed history of Fiduciary Alliance LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Fiduciary Alliance LLC holds 25,606 shares of SCHX stock, worth $557,186. This represents 0.06% of its overall portfolio holdings.

Number of Shares
25,606
Previous 24,707 3.64%
Holding current value
$557,186
Previous $573 Million 1.28%
% of portfolio
0.06%
Previous 0.06%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 09, 2025
BUY
$21.75 - $24.28 $19,553 - $21,827
899 Added 3.64%
25,606 $565 Million
Q4 2024

Jan 13, 2025
BUY
$22.4 - $68.28 $553,436 - $1.69 Million
24,707 New
24,707 $573 Million
Q2 2023

Jul 18, 2023
BUY
$47.67 - $52.37 $198,307 - $217,859
4,160 New
4,160 $218 Million
Q4 2022

Jan 19, 2023
BUY
$42.25 - $48.16 $96,541 - $110,045
2,285 New
2,285 $103 Million

Others Institutions Holding SCHX

# of Institutions
1,480
Shares Held
1.09B
Call Options Held
71.4K
Put Options Held
4.2K
View Full List

About SCHWAB STRATEGIC TR US LARGE-C

SCHX Quotes by TradingView
  • Ticker SCHX
  • Sector ETFs
  • Industry ETFs
More about SCHX
Track This Portfolio

Track Fiduciary Alliance LLC Portfolio

Follow Fiduciary Alliance LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Fiduciary Alliance LLC, based on Form 13F filings with the SEC.

News

Stay updated on Fiduciary Alliance LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email