Fortis Group Advisors, LLC Schwab Short Term Us Treasury Transaction History

Fortis Group Advisors, LLC

  • $537 Billion
  • Q4 2024

A detailed history of Fortis Group Advisors, LLC transactions in Schwab Short Term Us Treasury stock. As of the latest transaction made, Fortis Group Advisors, LLC holds 402 shares of SCHO stock, worth $9,712. This represents 0.0% of its overall portfolio holdings.

Number of Shares
402
Previous 201 100.0%
Holding current value
$9,712
Previous $9.85 Million 1.76%
% of portfolio
0.0%
Previous 0.0%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 31, 2025
BUY
$24.06 - $48.88 $4,836 - $9,824
201 Added 100.0%
402 $9.67 Million
Q1 2024

Apr 30, 2024
SELL
$48.05 - $48.63 $9,658 - $9,774
-201 Reduced 50.0%
201 $9.69 Million
Q4 2023

Mar 04, 2024
BUY
$47.66 - $48.45 $9,579 - $9,738
201 Added 100.0%
402 $19.5 Million
Q3 2023

Dec 01, 2023
BUY
$47.78 - $48.2 $9,603 - $9,688
201 New
201 $9.63 Million
Q1 2023

May 26, 2023
SELL
$47.8 - $49.0 $9,607 - $9,849
-201 Closed
0 $0
Q3 2020

Nov 17, 2020
BUY
$51.49 - $51.63 $10,349 - $10,377
201 New
201 $10,000

Others Institutions Holding SCHO

# of Institutions
627
Shares Held
209M
Call Options Held
74.3K
Put Options Held
30.8K
View Full List

About SCHWAB SHORT-TERM US TREASURY

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