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 1,370,889 shares of SCHX stock, worth $36.4 Million. This represents 5.72% of its overall portfolio holdings.

Number of Shares
1,370,889
Previous 1,317,647 4.04%
Holding current value
$36.4 Million
Previous $32.2 Billion 12.13%
% of portfolio
5.72%
Previous 5.76%

Shares

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

Oct 31, 2025
BUY
$24.46 - $26.5 $1.3 Million - $1.41 Million
53,242 Added 4.04%
1,370,889 $36.1 Billion
Q2 2025

Jul 21, 2025
SELL
$19.6 - $24.44 $542,057 - $675,912
-27,656 Reduced 2.06%
1,317,647 $32.2 Billion
Q1 2025

May 20, 2025
BUY
$21.75 - $24.28 $29.3 Million - $32.7 Million
1,345,303 New
1,345,303 $29.7 Billion

Others Institutions Holding SCHX

# of Institutions
1,634
Shares Held
1.14B
Call Options Held
64.2K
Put Options Held
12K
View Full List

About SCHWAB STRATEGIC TR US LARGE-C

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