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 $1.01 Million. This represents 0.22% of its overall portfolio holdings.
Number of Shares
39,766
Previous 14,200
180.04%
Holding current value
$1.01 Million
Previous $399 Million
151.82%
% of portfolio
0.22%
Previous 0.09%
Shares
2 transactions
Others Institutions Holding SCHK
# of Institutions
208Shares Held
70.5MCall Options Held
3.9KPut Options Held
6.9K-
Financial Engines Advisors L.L.C. Santa Clara, CA47.7MShares$1.21 Billion2.85% of portfolio
-
Legacy Wealth Management, Inc6.89MShares$175 Million12.37% of portfolio
-
Warwick Investment Management, Inc.4.39MShares$111 Million25.69% of portfolio
-
Armstrong Advisory Group, Inc Needham, MA2.63MShares$66.8 Million5.8% of portfolio
-
Waddell & Associates, LLC1.94MShares$49.2 Million5.64% of portfolio