Fiduciary Alliance LLC Schwab Strategic Tr Us Broad M Transaction History

Fiduciary Alliance LLC

  • $567 Billion
  • Q1 2024

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 4,043 shares of SCHB stock, worth $258,468. This represents 0.04% of its overall portfolio holdings.

Number of Shares
4,043
Previous 4,770 15.24%
Holding current value
$258,468
Previous $266 Million 7.28%
% of portfolio
0.04%
Previous 0.05%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
$43.88 - $47.81 $211,677 - $230,635
4,824 New
4,824 $216 Million

Others Institutions Holding SCHB

# of Institutions
1,123
Shares Held
160M
Call Options Held
230K
Put Options Held
29.7K
View Full List

About SCHWAB STRATEGIC TR US BROAD M

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