Fortis Capital Advisors, LLC Schwab Strategic Tr Us Large C Transaction History

Fortis Capital Advisors, LLC

  • $631 Billion
  • Q3 2025

A detailed history of Fortis Capital Advisors, LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Fortis Capital Advisors, LLC holds 1,016,583 shares of SCHG stock, worth $32.8 Million. This represents 5.14% of its overall portfolio holdings.

Number of Shares
1,016,583
Previous 999,061 1.75%
Holding current value
$32.8 Million
Previous $29.2 Billion 11.16%
% of portfolio
5.14%
Previous 5.22%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 31, 2025
BUY
$28.92 - $32.19 $506,736 - $564,033
17,522 Added 1.75%
1,016,583 $32.4 Billion
Q2 2025

Jul 21, 2025
SELL
$22.27 - $29.21 $765,464 - $1 Million
-34,372 Reduced 3.33%
999,061 $29.2 Billion
Q1 2025

May 20, 2025
BUY
$24.91 - $29.02 $25.7 Million - $30 Million
1,033,433 New
1,033,433 $25.9 Billion

Others Institutions Holding SCHG

# of Institutions
1,694
Shares Held
857M
Call Options Held
543K
Put Options Held
113K
View Full List

About SCHWAB STRATEGIC TR US LARGE-C

SCHG Quotes by TradingView
  • Ticker SCHG
  • Sector ETFs
  • Industry ETFs
More about SCHG
Track This Portfolio

Track Fortis Capital Advisors, LLC Portfolio

Follow Fortis Capital Advisors, 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 Fortis Capital Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Fortis Capital Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email