Fortis Advisors, LLC Schwab Short Term Us Treasury Transaction History

Fortis Advisors, LLC

  • $142 Million
  • Q3 2025

A detailed history of Fortis Advisors, LLC transactions in Schwab Short Term Us Treasury stock. As of the latest transaction made, Fortis Advisors, LLC holds 92,781 shares of SCHO stock, worth $2.26 Million. This represents 1.59% of its overall portfolio holdings.

Number of Shares
92,781
Previous 91,841 1.02%
Holding current value
$2.26 Million
Previous $2.24 Million 1.07%
% of portfolio
1.59%
Previous 1.71%

Shares

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

Nov 07, 2025
BUY
$24.23 - $24.42 $22,776 - $22,954
940 Added 1.02%
92,781 $2.26 Million
Q2 2025

Jul 23, 2025
SELL
$24.19 - $24.45 $94,848 - $95,868
-3,921 Reduced 4.09%
91,841 $2.24 Million
Q1 2025

Apr 17, 2025
SELL
$24.1 - $24.34 $42,657 - $43,081
-1,770 Reduced 1.81%
95,762 $2.33 Million
Q4 2024

Jan 13, 2025
BUY
$24.06 - $48.88 $1.18 Million - $2.41 Million
49,240 Added 101.96%
97,532 $2.35 Million
Q3 2024

Nov 07, 2024
SELL
$47.93 - $49.06 $15,050 - $15,404
-314 Reduced 0.65%
48,292 $2.37 Million
Q2 2024

Dec 05, 2024
BUY
$47.75 - $48.13 $14,993 - $15,112
314 Added 0.65%
48,606 $2.34 Million
Q2 2024

Aug 08, 2024
BUY
$47.75 - $48.13 $15,900 - $16,027
333 Added 0.69%
48,606 $2.34 Million
Q1 2024

Dec 05, 2024
BUY
$48.05 - $48.63 $17,201 - $17,409
358 Added 0.75%
48,273 $2.33 Million
Q1 2024

May 13, 2024
BUY
$48.05 - $48.63 $17,201 - $17,409
358 Added 0.75%
48,273 $2.33 Million
Q4 2023

Dec 05, 2024
SELL
$47.66 - $48.45 $17,967 - $18,265
-377 Reduced 0.78%
47,915 $2.32 Million
Q4 2023

Feb 13, 2024
BUY
$47.66 - $48.45 $31,312 - $31,831
657 Added 1.39%
47,915 $2.32 Million
Q3 2023

Dec 05, 2024
SELL
$47.78 - $48.2 $49,404 - $49,838
-1,034 Reduced 2.14%
47,258 $2.26 Million
Q3 2023

Nov 13, 2023
BUY
$47.78 - $48.2 $22,456 - $22,654
470 Added 1.0%
47,258 $2.26 Million
Q2 2023

Dec 04, 2024
SELL
$48.06 - $48.89 $72,282 - $73,530
-1,504 Reduced 3.11%
46,788 $2.25 Million
Q2 2023

Aug 14, 2023
BUY
$48.06 - $48.89 $19,992 - $20,338
416 Added 0.9%
46,788 $2.25 Million
Q1 2023

May 09, 2023
BUY
$47.8 - $49.0 $11,137 - $11,417
233 Added 0.5%
46,372 $2.26 Million
Q4 2022

Feb 14, 2023
BUY
$47.89 - $48.47 $16,234 - $16,431
339 Added 0.74%
46,139 $2.23 Million
Q3 2022

Nov 10, 2022
BUY
$48.15 - $49.37 $2.21 Million - $2.26 Million
45,800 New
45,800 $2.21 Million

Others Institutions Holding SCHO

# of Institutions
705
Shares Held
323M
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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