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 6,570 shares of SCHA stock, worth $308,527. This represents 0.06% of its overall portfolio holdings.

Number of Shares
6,570
Previous 4,481 46.62%
Holding current value
$308,527
Previous $212 Million 51.46%
% of portfolio
0.06%
Previous 0.04%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
$39.61 - $43.54 $132,178 - $145,292
3,337 New
3,337 $135 Million

Others Institutions Holding SCHA

About SCHWAB STRATEGIC TR US SMALL-C


  • 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.