Fortis Advisors, LLC Schwab Strategic Tr Long Term Transaction History

Fortis Advisors, LLC

  • $127 Million
  • Q2 2024

A detailed history of Fortis Advisors, LLC transactions in Schwab Strategic Tr Long Term stock. As of the latest transaction made, Fortis Advisors, LLC holds 818 shares of SCHQ stock, worth $28,523. This represents 0.02% of its overall portfolio holdings.

Number of Shares
818
Previous 885 7.57%
Holding current value
$28,523
Previous $29,000 10.34%
% of portfolio
0.02%
Previous 0.02%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 08, 2024
SELL
$31.45 - $33.71 $2,107 - $2,258
-67 Reduced 7.57%
818 $26,000
Q1 2024

May 13, 2024
SELL
$32.9 - $35.0 $2,303 - $2,450
-70 Reduced 7.33%
885 $29,000
Q4 2023

Feb 13, 2024
BUY
$29.71 - $35.56 $7,576 - $9,067
255 Added 36.43%
955 $33,000
Q3 2023

Nov 13, 2023
BUY
$31.58 - $36.29 $22,106 - $25,403
700 New
700 $22,000

Others Institutions Holding SCHQ

# of Institutions
93
Shares Held
13.2M
Call Options Held
0
Put Options Held
0
View Full List

About SCHWAB STRATEGIC TR LONG-TERM

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