Fiduciary Alliance LLC Schwab Strategic Tr Us Large C Transaction History
Fiduciary Alliance LLC
- $616 Billion
- Q2 2024
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 78,762 shares of SCHG stock, worth $8.1 Million. This represents 1.31% of its overall portfolio holdings.
Number of Shares
78,762
Previous 68,607
14.8%
Holding current value
$8.1 Million
Previous $6.37 Billion
26.83%
% of portfolio
1.31%
Previous 1.12%
Shares
7 transactions
Others Institutions Holding SCHG
# of Institutions
1,256Shares Held
169MCall Options Held
87.2KPut Options Held
25.8K-
Financial Engines Advisors L.L.C. Santa Clara, CA10.6MShares$1.09 Billion2.39% of portfolio
-
Envestnet Asset Management Inc9.98MShares$1.03 Billion0.36% of portfolio
-
Sei Investments CO Oaks, PA9.1MShares$936 Million1.33% of portfolio
-
Mather Group, Llc. Chicago, IL9.08MShares$934 Million11.2% of portfolio
-
Avantax Planning Partners, Inc.4.49MShares$462 Million14.61% of portfolio