Fortis Capital Advisors, LLC Schwab Strategic U.S. Mid Cap Transaction History

Fortis Capital Advisors, LLC

  • $631 Billion
  • Q3 2025

A detailed history of Fortis Capital Advisors, LLC transactions in Schwab Strategic U.S. Mid Cap stock. As of the latest transaction made, Fortis Capital Advisors, LLC holds 25,654 shares of SCHM stock, worth $748,070. This represents 0.12% of its overall portfolio holdings.

Number of Shares
25,654
Previous 24,690 3.9%
Holding current value
$748,070
Previous $693 Million 9.79%
% of portfolio
0.12%
Previous 0.12%

Shares

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

Oct 31, 2025
BUY
$28.15 - $30.13 $27,136 - $29,045
964 Added 3.9%
25,654 $760 Million
Q2 2025

Jul 21, 2025
BUY
$22.92 - $28.05 $565,894 - $692,554
24,690 New
24,690 $693 Million
Q4 2022

Feb 14, 2023
BUY
$61.05 - $69.94 $12,210 - $13,988
200 New
200 $13.1 Million

Others Institutions Holding SCHM

# of Institutions
1,060
Shares Held
281M
Call Options Held
8.7K
Put Options Held
0
View Full List

About SCHWAB STRATEGIC U.S. MID-CAP

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