Fiduciary Alliance LLC Schwab Strategic Tr Us Small C Transaction History

Fiduciary Alliance LLC

  • $989 Billion
  • Q4 2024

A detailed history of Fiduciary Alliance LLC transactions in Schwab Strategic Tr Us Small C stock. As of the latest transaction made, Fiduciary Alliance LLC holds 15,063 shares of SCHA stock, worth $407,303. This represents 0.04% of its overall portfolio holdings.

Number of Shares
15,063
Previous 7,277 106.99%
Holding current value
$407,303
Previous $375 Million 3.94%
% of portfolio
0.04%
Previous 0.05%

Shares

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

Jan 13, 2025
BUY
$25.33 - $51.16 $197,219 - $398,331
7,786 Added 106.99%
15,063 $390 Million
Q3 2024

Oct 11, 2024
BUY
$46.9 - $51.96 $37,848 - $41,931
807 Added 12.47%
7,277 $375 Million
Q2 2024

Jul 09, 2024
SELL
$45.24 - $49.04 $4,524 - $4,904
-100 Reduced 1.52%
6,470 $305 Million
Q1 2024

Apr 17, 2024
BUY
$44.84 - $49.24 $93,670 - $102,862
2,089 Added 46.62%
6,570 $321 Million
Q4 2023

Jan 17, 2024
BUY
$38.13 - $48.02 $170,860 - $215,177
4,481 New
4,481 $212 Million
Q2 2023

Jul 18, 2023
BUY
$39.91 - $43.82 $136,133 - $149,470
3,411 New
3,411 $149 Million
Q4 2022

Jan 19, 2023
BUY
$38.25 - $43.54 $127,640 - $145,292
3,337 New
3,337 $135 Million

Others Institutions Holding SCHA

# of Institutions
1,148
Shares Held
158M
Call Options Held
55.6K
Put Options Held
7.8K
View Full List

About SCHWAB STRATEGIC TR US SMALL-C

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