Fortis Advisors, LLC Schwab Us Aggregate Bond ETF Transaction History

Fortis Advisors, LLC

  • $127 Million
  • Q2 2024

A detailed history of Fortis Advisors, LLC transactions in Schwab Us Aggregate Bond ETF stock. As of the latest transaction made, Fortis Advisors, LLC holds 131 shares of SCHZ stock, worth $6,213. This represents 0.0% of its overall portfolio holdings.

Number of Shares
131
Previous 130 0.77%
Holding current value
$6,213
Previous $5,000 -0.0%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Aug 08, 2024
BUY
$44.66 - $45.99 $44 - $45
1 Added 0.77%
131 $5,000
Q1 2024

May 13, 2024
BUY
$45.44 - $46.67 $5,907 - $6,067
130 New
130 $5,000
Q3 2023

Nov 13, 2023
SELL
$44.14 - $46.33 $74,508 - $78,205
-1,688 Reduced 42.24%
2,308 $102,000
Q2 2023

Aug 14, 2023
BUY
$45.86 - $47.33 $1,421 - $1,467
31 Added 0.78%
3,996 $184,000
Q1 2023

May 09, 2023
BUY
$45.33 - $47.44 $91,475 - $95,733
2,018 Added 103.65%
3,965 $185,000
Q4 2022

Feb 14, 2023
BUY
$44.04 - $47.03 $792 - $846
18 Added 0.93%
1,947 $88,000
Q3 2022

Nov 10, 2022
BUY
$44.98 - $49.09 $539 - $589
12 Added 0.63%
1,929 $87,000
Q2 2022

Aug 15, 2022
BUY
$46.62 - $50.36 $21,911 - $23,669
470 Added 32.48%
1,917 $92,000
Q1 2022

May 16, 2022
BUY
$50.05 - $53.52 $72,422 - $77,443
1,447 New
1,447 $73,000
Q4 2019

Feb 14, 2020
SELL
$53.21 - $54.14 $129,938 - $132,209
-2,442 Closed
0 $0
Q3 2019

Nov 14, 2019
BUY
$53.15 - $53.86 $10,098 - $10,233
190 Added 8.44%
2,442 $131,000
Q2 2019

Aug 12, 2019
BUY
N/A
1,944 Added 631.17%
2,252 $119,000
Q1 2019

May 15, 2019
BUY
N/A
152 Added 97.44%
308 $16,000
Q4 2018

Feb 13, 2019
BUY
N/A
156 New
156 $8,000

Others Institutions Holding SCHZ

# of Institutions
625
Shares Held
107M
Call Options Held
100
Put Options Held
1.8K
View Full List

About SCHWAB US AGGREGATE BOND ETF

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