Fiduciary Financial Group, LLC Schwab Strategic Tr 1000 Index Transaction History
Fiduciary Financial Group, LLC
- $633 Billion
- Q3 2025
A detailed history of Fiduciary Financial Group, LLC transactions in Schwab Strategic Tr 1000 Index stock. As of the latest transaction made, Fiduciary Financial Group, LLC holds 39,919 shares of SCHK stock, worth $1.26 Million. This represents 0.2% of its overall portfolio holdings.
Number of Shares
39,919
Previous 39,851
0.17%
Holding current value
$1.26 Million
Previous $1.19 Billion
7.97%
% of portfolio
0.2%
Previous 0.21%
Shares
4 transactions
Others Institutions Holding SCHK
# of Institutions
236Shares Held
72.8MCall Options Held
91.7KPut Options Held
20.8K-
Financial Engines Advisors L.L.C. Santa Clara, CA46.6MShares$1.47 Billion2.78% of portfolio
-
Legacy Wealth Management, Inc6.36MShares$200 Million12.04% of portfolio
-
Warwick Investment Management, Inc.4.09MShares$129 Million23.81% of portfolio
-
Creative Planning Overland Park, KS3.09MShares$97.4 Million0.08% of portfolio
-
Armstrong Advisory Group, Inc Needham, MA2.43MShares$76.5 Million5.96% of portfolio