Fiduciary Alliance LLC Schwab Strategic Tr Us Large C Transaction History

Fiduciary Alliance LLC

  • $1.34 Trillion
  • Q2 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 690,128 shares of SCHG stock, worth $20.9 Million. This represents 1.5% of its overall portfolio holdings.

Number of Shares
690,128
Previous 458,376 50.56%
Holding current value
$20.9 Million
Previous $11.5 Billion 75.63%
% of portfolio
1.5%
Previous 1.13%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
1,562
Shares Held
760M
Call Options Held
327K
Put Options Held
193K
View Full List

About SCHWAB STRATEGIC TR US LARGE-C

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