Fiduciary Financial Group, LLC Schwab Strategic Tr Us Large C Transaction History
Fiduciary Financial Group, LLC
- $633 Billion
- Q3 2025
A detailed history of Fiduciary Financial Group, LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Fiduciary Financial Group, LLC holds 10,032 shares of SCHX stock, worth $259,327. This represents 0.04% of its overall portfolio holdings.
Number of Shares
10,032
Previous 10,006
0.26%
Holding current value
$259,327
Previous $245 Million
7.96%
% of portfolio
0.04%
Previous 0.04%
Shares
6 transactions
Others Institutions Holding SCHX
# of Institutions
1,567Shares Held
1.13BCall Options Held
68.6KPut Options Held
200-
Us Bancorp \De\206MShares$5.34 Billion6.45% of portfolio
-
Creative Planning Overland Park, KS81.6MShares$2.11 Billion1.72% of portfolio
-
Sei Investments CO Oaks, PA36MShares$930 Million1.06% of portfolio
-
Hbk Sorce Advisory LLC Erie, PA33.5MShares$867 Million29.75% of portfolio
-
Moneta Group Investment Advisors LLC St Louis, MO33MShares$852 Million9.79% of portfolio