Fortis Group Advisors, LLC Schwab Strategic Tr Us Large C Transaction History

Fortis Group Advisors, LLC

  • $541 Billion
  • Q3 2024

A detailed history of Fortis Group Advisors, LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Fortis Group Advisors, LLC holds 9,195 shares of SCHG stock, worth $261,873. This represents 0.18% of its overall portfolio holdings.

Number of Shares
9,195
Previous 8,756 5.01%
Holding current value
$261,873
Previous $883 Million 8.49%
% of portfolio
0.18%
Previous 0.18%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 21, 2024
BUY
$92.63 - $105.69 $40,664 - $46,397
439 Added 5.01%
9,195 $958 Million
Q2 2024

Jul 30, 2024
BUY
$87.04 - $101.61 $54,922 - $64,115
631 Added 7.77%
8,756 $883 Million
Q1 2024

Apr 30, 2024
BUY
$80.6 - $93.32 $654,875 - $758,225
8,125 New
8,125 $753 Million

Others Institutions Holding SCHG

# of Institutions
1,314
Shares Held
181M
Call Options Held
140K
Put Options Held
91.5K
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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