Fiduciary Financial Group, LLC Schwab Strategic Tr 1000 Index Transaction History
Fiduciary Financial Group, LLC
- $459 Billion
- Q1 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 39,766 shares of SCHK stock, worth $1.14 Million. This represents 0.22% of its overall portfolio holdings.
Number of Shares
39,766
Previous 14,200
180.04%
Holding current value
$1.14 Million
Previous $399 Million
151.82%
% of portfolio
0.22%
Previous 0.09%
Shares
2 transactions
Others Institutions Holding SCHK
# of Institutions
216Shares Held
70.6MCall Options Held
3.2KPut Options Held
8.21K-
Financial Engines Advisors L.L.C. Santa Clara, CA47MShares$1.35 Billion2.72% of portfolio
-
Legacy Wealth Management, Inc6.89MShares$198 Million12.37% of portfolio
-
Warwick Investment Management, Inc.4.08MShares$117 Million22.95% of portfolio
-
Armstrong Advisory Group, Inc Needham, MA2.63MShares$75.8 Million5.8% of portfolio
-
Waddell & Associates, LLC1.99MShares$57.4 Million7.2% of portfolio