Fortis Capital Management LLC Schwab Strategic U.S. Mid Cap Transaction History
Fortis Capital Management LLC
- $468 Million
- Q2 2024
A detailed history of Fortis Capital Management LLC transactions in Schwab Strategic U.S. Mid Cap stock. As of the latest transaction made, Fortis Capital Management LLC holds 113,950 shares of SCHM stock, worth $9.46 Million. This represents 1.89% of its overall portfolio holdings.
Number of Shares
113,950
Previous 112,145
1.61%
Holding current value
$9.46 Million
Previous $9.13 Million
2.88%
% of portfolio
1.89%
Previous 2.4%
Shares
19 transactions
Others Institutions Holding SCHM
# of Institutions
912Shares Held
94.8MCall Options Held
6.2KPut Options Held
3K-
Financial Engines Advisors L.L.C. Santa Clara, CA21.2MShares$1.76 Billion3.68% of portfolio
-
Creative Planning Overland Park, KS10MShares$834 Million0.84% of portfolio
-
High Tower Advisors, LLC Chicago, IL3.18MShares$264 Million0.39% of portfolio
-
Northwestern Mutual Wealth Management CO2.28MShares$190 Million0.18% of portfolio
-
Moneta Group Investment Advisors LLC St Louis, MO2.23MShares$185 Million2.77% of portfolio