Fortis Capital Advisors, LLC Schwab Short Term Us Treasury Transaction History

Fortis Capital Advisors, LLC

  • $631 Billion
  • Q3 2025

A detailed history of Fortis Capital Advisors, LLC transactions in Schwab Short Term Us Treasury stock. As of the latest transaction made, Fortis Capital Advisors, LLC holds 14,301 shares of SCHO stock, worth $348,229. This represents 0.06% of its overall portfolio holdings.

Number of Shares
14,301
Previous 34,391 58.42%
Holding current value
$348,229
Previous $838 Million 58.38%
% of portfolio
0.06%
Previous 0.15%

Shares

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

Oct 31, 2025
SELL
$24.23 - $24.42 $486,780 - $490,597
-20,090 Reduced 58.42%
14,301 $349 Million
Q2 2025

Jul 21, 2025
BUY
$24.19 - $24.45 $267,976 - $270,857
11,078 Added 47.52%
34,391 $838 Million
Q1 2025

May 20, 2025
BUY
$24.1 - $24.34 $561,843 - $567,438
23,313 New
23,313 $567 Million

Others Institutions Holding SCHO

# of Institutions
704
Shares Held
325M
Call Options Held
0
Put Options Held
0
View Full List

About SCHWAB SHORT-TERM US TREASURY

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