Fiduciary Alliance LLC Schwab Strategic Tr Us Large C Transaction History

Fiduciary Alliance LLC

  • $1.49 Trillion
  • Q3 2025

A detailed history of Fiduciary Alliance LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Fiduciary Alliance LLC holds 692,754 shares of SCHG stock, worth $22 Million. This represents 1.48% of its overall portfolio holdings.

Number of Shares
692,754
Previous 690,128 0.38%
Holding current value
$22 Million
Previous $20.2 Billion 9.66%
% of portfolio
1.48%
Previous 1.5%

Shares

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

Oct 08, 2025
BUY
$28.92 - $32.19 $75,943 - $84,530
2,626 Added 0.38%
692,754 $22.1 Billion
Q2 2025

Jul 09, 2025
BUY
$22.27 - $29.21 $5.16 Million - $6.77 Million
231,752 Added 50.56%
690,128 $20.2 Billion
Q1 2025

Apr 09, 2025
BUY
$24.91 - $29.02 $826,414 - $962,767
33,176 Added 7.8%
458,376 $11.5 Billion
Q4 2024

Jan 13, 2025
BUY
$25.93 - $105.3 $8.66 Million - $35.2 Million
334,058 Added 366.52%
425,200 $11.9 Billion
Q3 2024

Oct 11, 2024
BUY
$92.63 - $105.69 $1.15 Million - $1.31 Million
12,380 Added 15.72%
91,142 $9.5 Billion
Q2 2024

Jul 09, 2024
BUY
$87.04 - $101.61 $883,891 - $1.03 Million
10,155 Added 14.8%
78,762 $8.07 Billion
Q1 2024

Apr 17, 2024
BUY
$80.6 - $93.32 $1.62 Million - $1.88 Million
20,147 Added 41.57%
68,607 $6.37 Billion
Q4 2023

Jan 17, 2024
BUY
$70.08 - $83.37 $1.1 Million - $1.31 Million
15,717 Added 48.0%
48,460 $4.02 Billion
Q3 2023

Oct 18, 2023
BUY
$71.99 - $78.02 $578,295 - $626,734
8,033 Added 32.51%
32,743 $2.38 Billion
Q2 2023

Jul 18, 2023
BUY
$63.6 - $74.95 $113,844 - $134,160
1,790 Added 7.81%
24,710 $1.85 Billion
Q1 2023

Apr 18, 2023
BUY
$54.19 - $65.17 $194,758 - $234,220
3,594 Added 18.6%
22,920 $1.49 Billion
Q4 2022

Jan 19, 2023
BUY
$54.31 - $60.76 $1.05 Million - $1.17 Million
19,326 New
19,326 $1.07 Billion

Others Institutions Holding SCHG

# of Institutions
1,616
Shares Held
816M
Call Options Held
606K
Put Options Held
163K
View Full List

About SCHWAB STRATEGIC TR US LARGE-C

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