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

Fiduciary Financial Group, LLC

  • $553 Billion
  • Q2 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 8,319 shares of SCHD stock, worth $223,614. This represents 0.04% of its overall portfolio holdings.

Number of Shares
8,319
Previous 9,275 10.31%
Holding current value
$223,614
Previous $232 Million 2.83%
% of portfolio
0.04%
Previous 0.05%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 02, 2025
SELL
$24.32 - $27.87 $23,249 - $26,643
-956 Reduced 10.31%
8,319 $225 Million
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
897M
Call Options Held
4.42M
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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