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Schwab Strategic Tr us lrg cap etf shares owned by Fiduciary Financial Group

Quarter-by-quarter ownership of Schwab Strategic Tr us lrg cap etf (SCHX) shares owned by Fiduciary Financial Group from 13F filings

Historical chart of Fiduciary Financial Group investment in Schwab Strategic Tr us lrg cap etf

Tip: Access up to 7 years of quarterly data

All positions including Schwab Strategic Tr us lrg cap etf held by Fiduciary Financial Group consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Schwab Strategic Tr us lrg cap etf by Fiduciary Financial Group

Quarter filed Position value Share count Share price at filing
2025-09-30 $264k 10k 26.34
2025-06-30 $245k 10k 24.46
2025-03-31 $207k 10k 20.72
2024-12-31 $229k 10k 23.02
2024-09-30 $224k 3.3k 67.80
2024-06-30 $220k 3.3k 66.81