Fiduciary Family Office, LLC Schwab Strategic Tr Us Large C Transaction History
Fiduciary Family Office, LLC
- $253 Billion
- Q2 2024
A detailed history of Fiduciary Family Office, LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Fiduciary Family Office, LLC holds 5,796 shares of SCHG stock, worth $596,060. This represents 0.23% of its overall portfolio holdings.
Number of Shares
5,796
Previous 5,124
13.11%
Holding current value
$596,060
Previous $475 Million
23.02%
% of portfolio
0.23%
Previous 0.19%
Shares
2 transactions
Others Institutions Holding SCHG
# of Institutions
1,256Shares Held
169MCall Options Held
87.2KPut Options Held
25.8K-
Financial Engines Advisors L.L.C. Santa Clara, CA10.6MShares$1.09 Billion2.39% of portfolio
-
Envestnet Asset Management Inc9.98MShares$1.03 Billion0.36% of portfolio
-
Sei Investments CO Oaks, PA9.1MShares$936 Million1.33% of portfolio
-
Mather Group, Llc. Chicago, IL9.08MShares$934 Million11.2% of portfolio
-
Avantax Planning Partners, Inc.4.49MShares$462 Million14.61% of portfolio