Fortis Advisors, LLC Schwab Strategic Tr Us Broad M Transaction History

Fortis Advisors, LLC

$130 Million
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2022 Feb 14, 2023	SELL	$41.94 - $47.81 $5,536 - $6,310	-132 Reduced 11.64%	1,002 $44,000
Q2 2022 Aug 15, 2022	BUY	$42.93 - $53.98 $48,682 - $61,213	1,134 New	1,134 $50,000

Others Institutions Holding SCHB

# of Institutions

1,182

Shares Held

167M

Call Options Held

172K

Put Options Held

20.7K

Wealthfront Advisers LLC

20.6M
Shares

$479 Million
4.26% of portfolio
Betterment LLC New York, NY

6.06M
Shares

$141 Million
0.97% of portfolio
Rebalance, LLC Palo Alto, CA

3.82M
Shares

$89 Million
18.64% of portfolio
Scs Capital Management LLC Boston, MA

3.78M
Shares

$87.9 Million
5.07% of portfolio
Milliman Financial Risk Management LLC Chicago, IL

3.29M
Shares

$76.6 Million
2.16% of portfolio

About SCHWAB STRATEGIC TR US BROAD M

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