Fortitude Advisory Group L.L.C. Schwab Strategic Tr Us Small C Transaction History

Fortitude Advisory Group L.L.C.

  • $166 Million
  • Q2 2024

A detailed history of Fortitude Advisory Group L.L.C. transactions in Schwab Strategic Tr Us Small C stock. As of the latest transaction made, Fortitude Advisory Group L.L.C. holds 8,554 shares of SCHA stock, worth $235,149. This represents 0.24% of its overall portfolio holdings.

Number of Shares
8,554
Previous 8,371 2.19%
Holding current value
$235,149
Previous $412,000 1.7%
% of portfolio
0.24%
Previous 0.23%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 25, 2024
BUY
$45.24 - $49.04 $8,278 - $8,974
183 Added 2.19%
8,554 $405,000
Q1 2024

May 02, 2024
BUY
$44.84 - $49.24 $42,194 - $46,334
941 Added 12.66%
8,371 $412,000
Q4 2023

Feb 05, 2024
SELL
$38.13 - $48.02 $2,211 - $2,785
-58 Reduced 0.77%
7,430 $350,000
Q3 2023

Nov 14, 2023
SELL
$40.85 - $46.1 $54,820 - $61,866
-1,342 Reduced 15.2%
7,488 $310,000
Q2 2023

Jul 31, 2023
SELL
$39.91 - $43.82 $55,634 - $61,085
-1,394 Reduced 13.63%
8,830 $386,000
Q1 2023

May 05, 2023
SELL
$39.82 - $46.36 $61,959 - $72,136
-1,556 Reduced 13.21%
10,224 $428,000
Q4 2022

Feb 13, 2023
BUY
$38.25 - $43.54 $8,491 - $9,665
222 Added 1.92%
11,780 $477,000
Q3 2022

Nov 14, 2022
SELL
$37.65 - $45.9 $2,786 - $3,396
-74 Reduced 0.64%
11,558 $437,000
Q2 2022

Aug 16, 2022
BUY
$37.88 - $48.01 $7,500 - $9,505
198 Added 1.73%
11,632 $454,000
Q1 2022

May 25, 2022
BUY
$44.42 - $51.73 $278,202 - $323,984
6,263 Added 121.12%
11,434 $542,000
Q4 2021

May 20, 2022
BUY
$48.64 - $55.07 $251,517 - $284,766
5,171 New
5,171 $530,000

Others Institutions Holding SCHA

# of Institutions
1,135
Shares Held
233M
Call Options Held
44.7K
Put Options Held
32.4K
View Full List

About SCHWAB STRATEGIC TR US SMALL-C

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