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

Fortis Advisors, LLC

  • $127 Million
  • Q2 2024

A detailed history of Fortis Advisors, LLC transactions in Schwab Strategic Tr Us Broad M stock. As of the latest transaction made, Fortis Advisors, LLC holds 1,002 shares of SCHB stock, worth $22,154. This represents 0.05% of its overall portfolio holdings.

Number of Shares
1,002
Previous 1,002 -0.0%
Holding current value
$22,154
Previous $61,000 1.64%
% of portfolio
0.05%
Previous 0.05%

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
1,161
Shares Held
168M
Call Options Held
197K
Put Options Held
19.4K
View Full List

About SCHWAB STRATEGIC TR US BROAD M

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