Fortis Capital Advisors, LLC Schwab Us Aggregate Bond ETF Transaction History
Fortis Capital Advisors, LLC
- $493 Billion
- Q1 2025
A detailed history of Fortis Capital Advisors, LLC transactions in Schwab Us Aggregate Bond ETF stock. As of the latest transaction made, Fortis Capital Advisors, LLC holds 15,446 shares of SCHZ stock, worth $350,315. This represents 0.07% of its overall portfolio holdings.
Number of Shares
15,446Holding current value
$350,315% of portfolio
0.07%Shares
1 transactions
Others Institutions Holding SCHZ
# of Institutions
702Shares Held
173MCall Options Held
1.7KPut Options Held
0-
Jpmorgan Chase & CO New York, NY12.3MShares$278 Million0.02% of portfolio
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Ameriprise Financial Inc Minneapolis, MN7.35MShares$167 Million0.05% of portfolio
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Rockbridge Investment Management, Lcc Syracuse, NY6.91MShares$157 Million18.93% of portfolio
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Avantax Planning Partners, Inc.6.79MShares$154 Million5.6% of portfolio
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Charles Schwab Trust CO5.41MShares$123 Million10.66% of portfolio