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 335,189 shares of SCHV stock, worth $9.66 Million. This represents 0.65% of its overall portfolio holdings.
Number of Shares
335,189
Previous 334,791
0.12%
Holding current value
$9.66 Million
Previous $9.26 Billion
5.33%
% of portfolio
0.65%
Previous 0.69%
Shares
4 transactions
Others Institutions Holding SCHV
# of Institutions
962Shares Held
342MCall Options Held
0Put Options Held
0-
Financial Engines Advisors L.L.C. Santa Clara, CA52.6MShares$1.52 Billion2.91% of portfolio
-
Sei Investments CO Oaks, PA43.1MShares$1.24 Billion1.44% of portfolio
-
Mather Group, Llc. Chicago, IL33MShares$951 Million9.83% of portfolio
-
Envestnet Asset Management Inc16.2MShares$466 Million0.14% of portfolio
-
Advisor Group Holdings, Inc. Phoenix, AZ12MShares$345 Million0.63% of portfolio