Fortis Capital Management LLC Schwab Strategic U.S. Mid Cap Transaction History
Fortis Capital Management LLC
- $533 Million
- Q4 2024
A detailed history of Fortis Capital Management LLC transactions in Schwab Strategic U.S. Mid Cap stock. As of the latest transaction made, Fortis Capital Management LLC holds 365,402 shares of SCHM stock, worth $8.95 Million. This represents 1.9% of its overall portfolio holdings.
Number of Shares
365,402
Previous 115,657
215.94%
Holding current value
$8.95 Million
Previous $9.61 Million
5.37%
% of portfolio
1.9%
Previous 1.94%
Shares
21 transactions
Others Institutions Holding SCHM
# of Institutions
1,008Shares Held
274MCall Options Held
15KPut Options Held
1.1K-
Financial Engines Advisors L.L.C. Santa Clara, CA59.4MShares$1.46 Billion3.47% of portfolio
-
Creative Planning Overland Park, KS28.6MShares$701 Million0.77% of portfolio
-
High Tower Advisors, LLC Chicago, IL10.1MShares$247 Million0.39% of portfolio
-
Northwestern Mutual Wealth Management CO7.58MShares$186 Million0.18% of portfolio
-
Moneta Group Investment Advisors LLC St Louis, MO7.48MShares$183 Million2.94% of portfolio