Fortis Capital Advisors, LLC Schwab Us Aggregate Bond ETF Transaction History

Fortis Capital Advisors, LLC

  • $677 Billion
  • Q4 2025

A detailed history of Fortis Capital Advisors, LLC transactions in Schwab Us Aggregate Bond ETF stock. As of the latest transaction made, Fortis Capital Advisors, LLC holds 45,119 shares of SCHZ stock, worth $1.06 Million. This represents 0.16% of its overall portfolio holdings.

Number of Shares
45,119
Previous 44,886 0.52%
Holding current value
$1.06 Million
Previous $1.05 Billion 0.09%
% of portfolio
0.16%
Previous 0.17%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2025

Jan 27, 2026
BUY
$23.37 - $23.7 $5,445 - $5,522
233 Added 0.52%
45,119 $1.05 Billion
Q3 2025

Oct 31, 2025
BUY
$22.9 - $23.58 $1.03 Million - $1.06 Million
44,886 New
44,886 $1.05 Billion
Q1 2025

May 20, 2025
BUY
$22.46 - $23.26 $346,917 - $359,273
15,446 New
15,446 $358 Million

Others Institutions Holding SCHZ

# of Institutions
717
Shares Held
181M
Call Options Held
0
Put Options Held
0
View Full List

About SCHWAB US AGGREGATE BOND ETF

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