Fortis Capital Advisors, LLC Schwab Strategic U.S. Mid Cap Transaction History

Fortis Capital Advisors, LLC

  • $559 Billion
  • Q2 2025

A detailed history of Fortis Capital Advisors, LLC transactions in Schwab Strategic U.S. Mid Cap stock. As of the latest transaction made, Fortis Capital Advisors, LLC holds 24,690 shares of SCHM stock, worth $699,961. This represents 0.12% of its overall portfolio holdings.

Number of Shares
24,690
Holding current value
$699,961
% of portfolio
0.12%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 21, 2025
BUY
$22.92 - $28.05 $565,894 - $692,554
24,690 New
24,690 $693 Million
Q4 2022

Feb 14, 2023
BUY
$61.05 - $69.94 $12,210 - $13,988
200 New
200 $13.1 Million

Others Institutions Holding SCHM

# of Institutions
1,026
Shares Held
285M
Call Options Held
45.7K
Put Options Held
5.3K
View Full List

About SCHWAB STRATEGIC U.S. MID-CAP

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