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
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 02, 2025

BUY
$24.19 - $24.45 $3.78 Million - $3.82 Million
156,220 Added 9.66%
1,772,706 $43 Billion
Q1 2025

Apr 14, 2025

BUY
$24.1 - $24.34 $3.07 Million - $3.1 Million
127,393 Added 8.56%
1,616,486 $39.3 Billion
Q4 2024

Jan 13, 2025

BUY
$24.06 - $48.88 $18.2 Million - $37 Million
757,776 Added 103.62%
1,489,093 $35.9 Billion
Q3 2024

Oct 09, 2024

BUY
$47.93 - $49.06 $3.33 Million - $3.41 Million
69,543 Added 10.51%
731,317 $35.5 Billion
Q2 2024

Jul 17, 2024

BUY
$47.75 - $48.13 $31.6 Million - $31.9 Million
661,774 New
661,774 $32 Billion

Others Institutions Holding SCHO

About SCHWAB SHORT-TERM US TREASURY


  • Ticker SCHO
  • Sector ETFs
  • Industry ETFs
More about SCHO
Track This Portfolio

Track Fiduciary Financial Group, LLC Portfolio

Follow Fiduciary Financial Group, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Fiduciary Financial Group, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Fiduciary Financial Group, LLC with notifications on news.