Fiduciary Alliance LLC Schwab Strategic Tr Us Broad M Transaction History

Fiduciary Alliance LLC

  • $1.49 Trillion
  • Q3 2025

A detailed history of Fiduciary Alliance LLC transactions in Schwab Strategic Tr Us Broad M stock. As of the latest transaction made, Fiduciary Alliance LLC holds 16,827 shares of SCHB stock, worth $432,958. This represents 0.03% of its overall portfolio holdings.

Number of Shares
16,827
Previous 18,688 9.96%
Holding current value
$432,958
Previous $445 Million 2.86%
% of portfolio
0.03%
Previous 0.03%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 08, 2025
SELL
$23.82 - $25.84 $44,329 - $48,088
-1,861 Reduced 9.96%
16,827 $433 Million
Q2 2025

Jul 09, 2025
SELL
$19.1 - $23.83 $39,212 - $48,922
-2,053 Reduced 9.9%
18,688 $445 Million
Q1 2025

Apr 09, 2025
SELL
$21.23 - $23.75 $4,882 - $5,462
-230 Reduced 1.1%
20,741 $447 Million
Q4 2024

Jan 13, 2025
BUY
$22.01 - $66.82 $387,023 - $1.17 Million
17,584 Added 519.16%
20,971 $476 Million
Q3 2024

Oct 11, 2024
SELL
$59.93 - $66.52 $5,933 - $6,585
-99 Reduced 2.84%
3,387 $225 Million
Q2 2024

Jul 09, 2024
SELL
$57.57 - $63.3 $32,066 - $35,258
-557 Reduced 13.78%
3,486 $221 Million
Q1 2024

Apr 17, 2024
SELL
$54.61 - $61.05 $39,701 - $44,383
-727 Reduced 15.24%
4,043 $246 Million
Q4 2023

Jan 17, 2024
SELL
$47.61 - $55.91 $4,903 - $5,758
-103 Reduced 2.11%
4,770 $266 Million
Q3 2023

Oct 18, 2023
SELL
$49.59 - $53.57 $2,876 - $3,107
-58 Reduced 1.18%
4,873 $243 Million
Q2 2023

Jul 18, 2023
BUY
$47.08 - $51.7 $1,271 - $1,395
27 Added 0.55%
4,931 $255 Million
Q1 2023

Apr 18, 2023
BUY
$44.47 - $49.23 $3,557 - $3,938
80 Added 1.66%
4,904 $235 Million
Q4 2022

Jan 19, 2023
BUY
$41.94 - $47.81 $202,318 - $230,635
4,824 New
4,824 $216 Million

Others Institutions Holding SCHB

# of Institutions
1,348
Shares Held
565M
Call Options Held
500K
Put Options Held
12.1K
View Full List

About SCHWAB STRATEGIC TR US BROAD M

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