Fortis Capital Management LLC Schwab Strategic Tr Us Large C Transaction History

Fortis Capital Management LLC

  • $692 Million
  • Q3 2025

A detailed history of Fortis Capital Management LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Fortis Capital Management LLC holds 21,859 shares of SCHG stock, worth $705,171. This represents 0.1% of its overall portfolio holdings.

Number of Shares
21,859
Previous 9,620 127.22%
Holding current value
$705,171
Previous $281,000 148.04%
% of portfolio
0.1%
Previous 0.04%

Shares

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

Nov 10, 2025
BUY
$28.92 - $32.19 $353,951 - $393,973
12,239 Added 127.22%
21,859 $697,000
Q2 2025

Aug 12, 2025
SELL
$22.27 - $29.21 $1,113 - $1,460
-50 Reduced 0.52%
9,620 $281,000
Q1 2025

May 09, 2025
BUY
$24.91 - $29.02 $240,879 - $280,623
9,670 New
9,670 $242,000

Others Institutions Holding SCHG

# of Institutions
1,704
Shares Held
863M
Call Options Held
543K
Put Options Held
113K
View Full List

About SCHWAB STRATEGIC TR US LARGE-C

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