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 23,986 shares of SCHV stock, worth $695,354. This represents 0.4% of its overall portfolio holdings.

Number of Shares
23,986
Previous 24,764 3.14%
Holding current value
$695,354
Previous $685,000 1.9%
% of portfolio
0.4%
Previous 0.41%

Shares

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

Nov 05, 2025
SELL
$27.61 - $29.15 $21,480 - $22,678
-778 Reduced 3.14%
23,986 $698,000
Q2 2025

Jul 22, 2025
BUY
$23.55 - $27.67 $9,019 - $10,597
383 Added 1.57%
24,764 $685,000
Q1 2025

Apr 17, 2025
BUY
$25.77 - $27.6 $4,045 - $4,333
157 Added 0.65%
24,381 $641,000
Q4 2024

Jan 22, 2025
BUY
$25.79 - $80.4 $422,646 - $1.32 Million
16,388 Added 209.14%
24,224 $631,000
Q3 2024

Nov 13, 2024
SELL
$73.43 - $80.37 $10,941 - $11,975
-149 Reduced 1.87%
7,836 $629,000
Q2 2024

Jul 25, 2024
SELL
$71.74 - $75.86 $9,397 - $9,937
-131 Reduced 1.61%
7,985 $591,000
Q1 2024

May 02, 2024
BUY
$68.82 - $75.98 $67,237 - $74,232
977 Added 13.69%
8,116 $616,000
Q4 2023

Feb 05, 2024
SELL
$61.16 - $70.24 $54,860 - $63,005
-897 Reduced 11.16%
7,139 $500,000
Q3 2023

Nov 14, 2023
SELL
$64.45 - $69.39 $90,294 - $97,215
-1,401 Reduced 14.85%
8,036 $518,000
Q2 2023

Jul 31, 2023
SELL
$63.33 - $67.21 $77,325 - $82,063
-1,221 Reduced 11.46%
9,437 $633,000
Q1 2023

May 05, 2023
SELL
$62.59 - $69.3 $114,289 - $126,541
-1,826 Reduced 14.63%
10,658 $698,000
Q4 2022

Feb 13, 2023
BUY
$59.13 - $69.24 $10,170 - $11,909
172 Added 1.4%
12,484 $824,000
Q3 2022

Nov 14, 2022
SELL
$58.51 - $69.02 $12,813 - $15,115
-219 Reduced 1.75%
12,312 $720,000
Q2 2022

Aug 16, 2022
SELL
$60.93 - $72.3 $9,931 - $11,784
-163 Reduced 1.28%
12,531 $782,000
Q1 2022

May 25, 2022
BUY
$67.71 - $74.19 $67,236 - $73,670
993 Added 8.49%
12,694 $906,000
Q4 2021

May 20, 2022
BUY
$67.9 - $73.3 $794,497 - $857,683
11,701 New
11,701 $857,000

Others Institutions Holding SCHV

# of Institutions
979
Shares Held
359M
Call Options Held
0
Put Options Held
0
View Full List

About SCHWAB STRATEGIC TR US LARGE-C

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