Fortis Group Advisors, LLC Schwab Strategic Tr Us Dividen Transaction History
Fortis Group Advisors, LLC
- $515 Billion
- Q1 2025
A detailed history of Fortis Group Advisors, LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Fortis Group Advisors, LLC holds 37,014 shares of SCHD stock, worth $955,701. This represents 0.2% of its overall portfolio holdings.
Number of Shares
37,014Holding current value
$955,701% of portfolio
0.2%Shares
1 transactions
Others Institutions Holding SCHD
# of Institutions
1,978Shares Held
844MCall Options Held
4.82MPut Options Held
2.73M-
Bank Of America Corp Charlotte, NC49.6MShares$1.28 Billion0.12% of portfolio
-
Lpl Financial LLC Fort Mill, SC38.8MShares$1 Billion0.44% of portfolio
-
Morgan Stanley New York, NY28.5MShares$735 Million0.06% of portfolio
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Avantax Advisory Services, Inc.27.6MShares$714 Million4.82% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL21.7MShares$560 Million0.22% of portfolio