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%

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

# of Institutions

693

Shares Held

308M

Call Options Held

104K

Put Options Held

38.4K

View Full List

About SCHWAB SHORT-TERM US TREASURY

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Fiduciary Financial Group, LLC Schwab Short Term Us Treasury Transaction History