Fortis Advisors, LLC Schwab Strategic Tr Us Large C Transaction History

Fortis Advisors, LLC

  • $133 Million
  • Q1 2024

A detailed history of Fortis Advisors, LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Fortis Advisors, LLC holds 231 shares of SCHV stock, worth $17,084. This represents 0.01% of its overall portfolio holdings.

Number of Shares
231
Previous 336 31.25%
Holding current value
$17,084
Previous $23,000 26.09%
% of portfolio
0.01%
Previous 0.02%

Shares

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

May 13, 2024
SELL
$68.82 - $75.98 $7,226 - $7,977
-105 Reduced 31.25%
231 $17,000
Q4 2023

Feb 13, 2024
SELL
$61.16 - $70.24 $54,065 - $62,092
-884 Reduced 72.46%
336 $23,000
Q3 2023

Nov 13, 2023
BUY
$64.45 - $69.39 $57,618 - $62,034
894 Added 274.23%
1,220 $78,000
Q2 2023

Aug 14, 2023
BUY
$63.33 - $67.21 $126 - $134
2 Added 0.62%
326 $21,000
Q1 2023

May 09, 2023
BUY
$62.59 - $69.3 $20,279 - $22,453
324 New
324 $21,000
Q4 2020

Feb 11, 2021
SELL
N/A
-1 Closed
0 $0
Q3 2020

Nov 13, 2020
SELL
N/A
-2,164 Reduced 99.95%
1 $0
Q2 2020

Aug 13, 2020
SELL
N/A
-98 Reduced 4.33%
2,165 $109,000
Q1 2020

May 14, 2020
BUY
N/A
20 Added 0.89%
2,263 $100,000
Q4 2019

Feb 14, 2020
SELL
N/A
-3,887 Reduced 63.41%
2,243 $135,000
Q3 2019

Nov 14, 2019
BUY
N/A
176 Added 2.96%
6,130 $348,000
Q2 2019

Aug 12, 2019
BUY
N/A
2,313 Added 63.53%
5,954 $334,000
Q1 2019

May 15, 2019
SELL
N/A
-48 Reduced 1.3%
3,641 $199,000
Q4 2018

Feb 13, 2019
SELL
N/A
-203 Reduced 5.22%
3,689 $182,000
Q3 2018

Nov 14, 2018
SELL
N/A
-417 Reduced 9.68%
3,892 $218,000
Q2 2018

Aug 14, 2018
BUY
N/A
1,427 Added 49.51%
4,309 $229,000
Q1 2018

May 11, 2018
BUY
N/A
2,483 Added 622.31%
2,882 $152,000
Q4 2017

Feb 14, 2018
BUY
N/A
399
399 $22,000

Others Institutions Holding SCHV

# of Institutions
787
Shares Held
102M
Call Options Held
9.1K
Put Options Held
0
View Full List

About SCHWAB STRATEGIC TR US LARGE-C

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