Fiduciary Financial Group, LLC Schwab Strategic Tr Us Dividen Transaction History

Fiduciary Financial Group, LLC

  • $459 Billion
  • Q1 2025

A detailed history of Fiduciary Financial Group, LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Fiduciary Financial Group, LLC holds 9,275 shares of SCHD stock, worth $247,642. This represents 0.05% of its overall portfolio holdings.

Number of Shares
9,275
Previous 8,349 11.09%
Holding current value
$247,642
Previous $225 Million 2.7%
% of portfolio
0.05%
Previous 0.05%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 14, 2025
BUY
$27.01 - $28.54 $25,011 - $26,428
926 Added 11.09%
9,275 $232 Million
Q4 2024

Jan 13, 2025
BUY
$26.93 - $84.95 $224,838 - $709,247
8,349 New
8,349 $225 Million

Others Institutions Holding SCHD

# of Institutions
2,000
Shares Held
888M
Call Options Held
4.89M
Put Options Held
2.23M
View Full List

About SCHWAB STRATEGIC TR US DIVIDEN

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