Fortis Capital Advisors, LLC Schwab Strategic Tr Us Dividen Transaction History

Fortis Capital Advisors, LLC

  • $238 Billion
  • Q1 2024

A detailed history of Fortis Capital Advisors, LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Fortis Capital Advisors, LLC holds 7,254 shares of SCHD stock, worth $558,703. This represents 0.25% of its overall portfolio holdings.

Number of Shares
7,254
Holding current value
$558,703
% of portfolio
0.25%

Shares

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

May 08, 2024
BUY
$75.25 - $80.63 $545,863 - $584,890
7,254 New
7,254 $585 Million
Q1 2023

May 15, 2023
SELL
$70.28 - $78.03 $49,196 - $54,621
-700 Reduced 58.28%
501 $36.7 Million
Q4 2022

Feb 14, 2023
BUY
$73.08 - $79.06 $87,769 - $94,951
1,201 New
1,201 $90.8 Million

Others Institutions Holding SCHD

# of Institutions
1,645
Shares Held
271M
Call Options Held
1.95M
Put Options Held
715K
View Full List

About SCHWAB STRATEGIC TR US DIVIDEN

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