Fiduciary Alliance LLC Schwab Strategic Tr Us Dividen Transaction History
Fiduciary Alliance LLC
- $1.34 Trillion
- Q2 2025
A detailed history of Fiduciary Alliance LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Fiduciary Alliance LLC holds 332,619 shares of SCHD stock, worth $9.01 Million. This represents 0.66% of its overall portfolio holdings.
Number of Shares
332,619
Previous 507,905
34.51%
Holding current value
$9.01 Million
Previous $14.2 Billion
37.93%
% of portfolio
0.66%
Previous 1.4%
Shares
10 transactions
Others Institutions Holding SCHD
# of Institutions
2,005Shares Held
878MCall Options Held
4.89MPut Options Held
2.23M-
Kingstone Capital Partners Texas, LLC Frisco, TX38.9MShares$1.05 Billion0.43% of portfolio
-
Lpl Financial LLC Fort Mill, SC38.8MShares$1.05 Billion0.44% of portfolio
-
Rakuten Investment Management, Inc. Tokyo, M033MShares$895 Million4.23% of portfolio
-
Bank Of America Corp Charlotte, NC32.2MShares$873 Million0.07% of portfolio
-
Wealthspire Advisors, LLC New York, NY29.6MShares$801 Million4.98% of portfolio