Fortis Group Advisors, LLC Schwab Strategic Tr Us Large C Transaction History

Fortis Group Advisors, LLC

  • $581 Billion
  • Q3 2025

A detailed history of Fortis Group Advisors, LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Fortis Group Advisors, LLC holds 15,043 shares of SCHG stock, worth $485,287. This represents 0.09% of its overall portfolio holdings.

Number of Shares
15,043
Previous 9,596 56.76%
Holding current value
$485,287
Previous $290 Million 73.16%
% of portfolio
0.09%
Previous 0.05%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 07, 2025
BUY
$28.92 - $32.19 $157,527 - $175,338
5,447 Added 56.76%
15,043 $502 Million
Q2 2025

Aug 08, 2025
BUY
$22.27 - $29.21 $213,702 - $280,299
9,596 New
9,596 $290 Million
Q4 2024

Jan 31, 2025
BUY
$25.93 - $105.3 $264,304 - $1.07 Million
10,193 Added 110.85%
19,388 $540 Million
Q3 2024

Oct 21, 2024
BUY
$92.63 - $105.69 $40,664 - $46,397
439 Added 5.01%
9,195 $958 Million
Q2 2024

Jul 30, 2024
BUY
$87.04 - $101.61 $54,922 - $64,115
631 Added 7.77%
8,756 $883 Million
Q1 2024

Apr 30, 2024
BUY
$80.6 - $93.32 $654,875 - $758,225
8,125 New
8,125 $753 Million

Others Institutions Holding SCHG

# of Institutions
1,682
Shares Held
854M
Call Options Held
543K
Put Options Held
113K
View Full List

About SCHWAB STRATEGIC TR US LARGE-C

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