Fortis Advisors, LLC Schwab Strategic Tr Us Emergin Transaction History

Fortis Advisors, LLC

  • $130 Million
  • Q3 2024

Shares

22 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 13, 2024
BUY
$23.47 - $25.45 $4,576 - $4,962
195 Added 47.79%
603 $15,000
Q2 2023

Aug 14, 2023
BUY
$23.66 - $25.54 $9,653 - $10,420
408 New
408 $10,000
Q2 2022

Aug 15, 2022
SELL
$24.51 - $28.87 $609,441 - $717,852
-24,865 Closed
0 $0
Q1 2022

May 16, 2022
BUY
$25.61 - $30.82 $256 - $308
10 Added 0.04%
24,865 $690,000
Q4 2021

Feb 14, 2022
BUY
$28.68 - $31.96 $15,028 - $16,747
524 Added 2.15%
24,855 $736,000
Q3 2021

Nov 12, 2021
SELL
$29.81 - $32.7 $213,320 - $234,001
-7,156 Reduced 22.73%
24,331 $742,000
Q2 2021

Aug 16, 2021
SELL
$31.06 - $33.61 $270,594 - $292,810
-8,712 Reduced 21.67%
31,487 $1.04 Million
Q1 2021

May 13, 2021
BUY
$30.78 - $34.63 $584,758 - $657,900
18,998 Added 89.61%
40,199 $1 Million
Q4 2020

Feb 11, 2021
BUY
$26.72 - $30.68 $505,061 - $579,913
18,902 Added 822.18%
21,201 $650,000
Q3 2020

Nov 13, 2020
BUY
$24.69 - $27.71 $10,196 - $11,444
413 Added 21.9%
2,299 $62,000
Q2 2020

Aug 13, 2020
SELL
$19.87 - $25.05 $1.05 Million - $1.33 Million
-52,969 Reduced 96.56%
1,886 $46,000
Q1 2020

May 14, 2020
BUY
$18.68 - $28.22 $3,642 - $5,502
195 Added 0.36%
54,855 $1.14 Million
Q4 2019

Feb 14, 2020
SELL
$24.83 - $27.51 $25,202 - $27,922
-1,015 Reduced 1.82%
54,660 $1.5 Million
Q3 2019

Nov 14, 2019
BUY
$25.08 - $25.94 $8,778 - $9,079
350 Added 0.63%
55,675 $1.4 Million
Q2 2019

Aug 12, 2019
BUY
N/A
775 Added 1.42%
55,325 $1.45 Million
Q1 2019

May 15, 2019
SELL
N/A
-1 Reduced -0.0%
54,550 $1.42 Million
Q4 2018

Feb 13, 2019
SELL
N/A
-6,967 Reduced 11.33%
54,551 $1.28 Million
Q3 2018

Nov 14, 2018
SELL
N/A
-347 Reduced 0.56%
61,518 $1.58 Million
Q2 2018

Aug 14, 2018
SELL
N/A
-198 Reduced 0.32%
61,865 $1.6 Million
Q1 2018

May 11, 2018
SELL
N/A
-2,272 Reduced 3.53%
62,063 $1.78 Million
Q4 2017

Feb 14, 2018
BUY
N/A
996 Added 1.57%
64,335 $1.8 Million
Q3 2017

Nov 14, 2017
BUY
N/A
63,339
63,339 $1.7 Million

Others Institutions Holding SCHE

# of Institutions
778
Shares Held
141M
Call Options Held
28.1K
Put Options Held
200
View Full List

About SCHWAB STRATEGIC TR US EMERGIN

SCHE Quotes by TradingView
  • Ticker SCHE
  • Sector ETFs
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