Fortis Advisors, LLC Schwab Strategic Tr 1 5 Yr C Transaction History
Fortis Advisors, LLC
- $127 Million
- Q2 2024
Shares
5 transactions
Others Institutions Holding SCHJ
# of Institutions
96Shares Held
4.63MCall Options Held
0Put Options Held
0-
Charles Schwab Investment Management Inc San Francisco, CA1.73MShares$85.4 Million0.02% of portfolio
-
Envestnet Asset Management Inc185KShares$9.17 Million0.0% of portfolio
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Bank Of America Corp Charlotte, NC166KShares$8.23 Million0.0% of portfolio
-
Cetera Investment Advisers Schaumburg, IL164KShares$8.15 Million0.02% of portfolio
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Tap Consulting, LLC156KShares$7.71 Million1.65% of portfolio