Fiduciary Group LLC Schwab Strategic Tr Us Small C Transaction History

Fiduciary Group LLC

  • $971 Million
  • Q3 2024

Shares

27 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 08, 2024
SELL
$45.24 - $49.04 $497 - $539
-11 Reduced 0.24%
4,488 $212,000
Q1 2024

May 13, 2024
SELL
$44.84 - $49.24 $5,605 - $6,155
-125 Reduced 2.7%
4,499 $221,000
Q4 2023

Feb 05, 2024
SELL
$38.13 - $48.02 $8,693 - $10,948
-228 Reduced 4.7%
4,624 $218,000
Q3 2023

Nov 13, 2023
SELL
$40.85 - $46.1 $3,349 - $3,780
-82 Reduced 1.66%
4,852 $200,000
Q1 2023

May 15, 2023
SELL
$39.82 - $46.36 $196,471 - $228,740
-4,934 Closed
0 $0
Q1 2023

May 15, 2023
SELL
$39.82 - $46.36 $6,928 - $8,066
-174 Reduced 3.41%
4,934 $206,000
Q4 2022

Feb 07, 2023
SELL
$38.25 - $43.54 $40,698 - $46,326
-1,064 Reduced 17.24%
5,108 $206,000
Q3 2022

Nov 14, 2022
SELL
$37.65 - $45.9 $4,518 - $5,508
-120 Reduced 1.91%
6,172 $263,000
Q2 2022

Aug 12, 2022
SELL
$37.88 - $48.01 $11,591 - $14,691
-306 Reduced 4.64%
6,292 $0
Q1 2022

May 13, 2022
BUY
$44.42 - $51.73 $139,923 - $162,949
3,150 Added 91.36%
6,598 $262,000
Q3 2021

Oct 27, 2021
SELL
$48.3 - $52.49 $3,429 - $3,726
-71 Reduced 2.02%
3,448 $361,000
Q2 2021

Aug 05, 2021
SELL
$48.39 - $52.91 $1,016 - $1,111
-21 Reduced 0.59%
3,519 $352,000
Q1 2021

May 03, 2021
SELL
$43.89 - $52.63 $1,492 - $1,789
-34 Reduced 0.95%
3,540 $363,000
Q4 2020

Feb 12, 2021
SELL
$34.66 - $45.17 $7,105 - $9,259
-205 Reduced 5.42%
3,574 $363,000
Q3 2020

Nov 12, 2020
SELL
$32.09 - $36.38 $1,219 - $1,382
-38 Reduced 1.0%
3,779 $258,000
Q2 2020

Aug 14, 2020
BUY
$23.59 - $35.22 $90,043 - $134,434
3,817 New
3,817 $249,000
Q1 2020

May 11, 2020
SELL
$22.29 - $38.7 $89,850 - $155,999
-4,031 Closed
0 $0
Q4 2019

Feb 14, 2020
SELL
$33.63 - $38.03 $15,167 - $17,151
-451 Reduced 10.06%
4,031 $305,000
Q3 2019

Nov 13, 2019
BUY
$34.78 - $36.12 $3,964 - $4,117
114 Added 2.61%
4,482 $0
Q2 2019

Aug 05, 2019
SELL
N/A
-31 Reduced 0.7%
4,368 $312,000
Q1 2019

May 08, 2019
SELL
N/A
-154 Reduced 3.38%
4,399 $308,000
Q4 2018

Feb 13, 2019
BUY
N/A
27 Added 0.6%
4,553 $276,000
Q3 2018

Oct 18, 2018
BUY
N/A
98 Added 2.21%
4,526 $345,000
Q2 2018

Aug 02, 2018
BUY
N/A
58 Added 1.33%
4,428 $326,000
Q1 2018

May 14, 2018
BUY
N/A
268 Added 6.53%
4,370 $302,000
Q4 2017

Feb 02, 2018
SELL
N/A
-150 Reduced 3.53%
4,102 $286,000
Q3 2017

Nov 13, 2017
BUY
N/A
4,252
4,252 $286,000

Others Institutions Holding SCHA

# of Institutions
1,146
Shares Held
147M
Call Options Held
55.6K
Put Options Held
7.8K
View Full List

About SCHWAB STRATEGIC TR US SMALL-C

SCHA Quotes by TradingView
  • Ticker SCHA
  • Sector ETFs
  • Industry ETFs
More about SCHA
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