Fortitude Advisory Group L.L.C. Schwab Strategic Tr Us Large C Transaction History
Fortitude Advisory Group L.L.C.
- $176 Million
- Q3 2025
A detailed history of Fortitude Advisory Group L.L.C. transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Fortitude Advisory Group L.L.C. holds 30,903 shares of SCHG stock, worth $996,930. This represents 0.56% of its overall portfolio holdings.
Number of Shares
30,903
Previous 30,973
0.23%
Holding current value
$996,930
Previous $904,000
9.07%
% of portfolio
0.56%
Previous 0.54%
Shares
16 transactions
Others Institutions Holding SCHG
# of Institutions
1,694Shares Held
857MCall Options Held
543KPut Options Held
113K-
Envestnet Asset Management Inc61.9MShares$2 Billion0.61% of portfolio
-
Sei Investments CO Oaks, PA44.5MShares$1.43 Billion1.58% of portfolio
-
Mather Group, Llc. Chicago, IL41.8MShares$1.35 Billion14.17% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA35.6MShares$1.15 Billion2.17% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA34.5MShares$1.11 Billion0.18% of portfolio