Fortis Capital Management LLC Schwab Strategic Us Tips ETF Transaction History
Fortis Capital Management LLC
- $495 Million
- Q3 2024
A detailed history of Fortis Capital Management LLC transactions in Schwab Strategic Us Tips ETF stock. As of the latest transaction made, Fortis Capital Management LLC holds 140,751 shares of SCHP stock, worth $3.71 Million. This represents 1.52% of its overall portfolio holdings.
Number of Shares
140,751
Previous 125,662
12.01%
Holding current value
$3.71 Million
Previous $6.54 Million
15.5%
% of portfolio
1.52%
Previous 1.4%
Shares
20 transactions
Others Institutions Holding SCHP
# of Institutions
671Shares Held
216MCall Options Held
60.2KPut Options Held
1.3K-
Empower Advisory Group, LLC Greenwood Village, CO38.3MShares$1.01 Billion3.35% of portfolio
-
Quadratic Capital Management LLC14.2MShares$375 Million97.45% of portfolio
-
Jpmorgan Chase & CO New York, NY9.97MShares$263 Million0.04% of portfolio
-
Personal Capital Advisors Corp8.42MShares$222 Million2.12% of portfolio
-
Lincoln National Corp8.23MShares$217 Million6.83% of portfolio