Fiduciary Financial Group, LLC Schwab Short Term Us Treasury Transaction History
Fiduciary Financial Group, LLC
- $553 Billion
- Q2 2025
A detailed history of Fiduciary Financial Group, LLC transactions in Schwab Short Term Us Treasury stock. As of the latest transaction made, Fiduciary Financial Group, LLC holds 1,772,706 shares of SCHO stock, worth $43 Million. This represents 7.78% of its overall portfolio holdings.
Number of Shares
1,772,706
Previous 1,616,486
9.66%
Holding current value
$43 Million
Previous $39.3 Billion
9.57%
% of portfolio
7.78%
Previous 8.55%
Shares
5 transactions
Others Institutions Holding SCHO
# of Institutions
693Shares Held
308MCall Options Held
104KPut Options Held
38.4K-
Bank Of America Corp Charlotte, NC108MShares$2.63 Billion0.22% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN21.8MShares$530 Million0.15% of portfolio
-
Jpmorgan Chase & CO New York, NY21.5MShares$521 Million0.04% of portfolio
-
Sei Investments CO Oaks, PA16.5MShares$401 Million0.54% of portfolio
-
Envestnet Asset Management Inc7.65MShares$186 Million0.06% of portfolio