Fortitude Advisory Group L.L.C. Schwab Strategic U.S. Mid Cap Transaction History
Fortitude Advisory Group L.L.C.
- $163 Million
- Q4 2024
A detailed history of Fortitude Advisory Group L.L.C. transactions in Schwab Strategic U.S. Mid Cap stock. As of the latest transaction made, Fortitude Advisory Group L.L.C. holds 29,836 shares of SCHM stock, worth $790,654. This represents 0.51% of its overall portfolio holdings.
Number of Shares
29,836
Previous 9,822
203.77%
Holding current value
$790,654
Previous $816,000
1.23%
% of portfolio
0.51%
Previous 0.52%
Shares
13 transactions
Others Institutions Holding SCHM
# of Institutions
1,010Shares Held
275MCall Options Held
15KPut Options Held
1.1K-
Financial Engines Advisors L.L.C. Santa Clara, CA59.4MShares$1.57 Billion3.47% of portfolio
-
Creative Planning Overland Park, KS28.6MShares$758 Million0.77% of portfolio
-
High Tower Advisors, LLC Chicago, IL10.1MShares$267 Million0.39% of portfolio
-
Northwestern Mutual Wealth Management CO7.58MShares$201 Million0.18% of portfolio
-
Moneta Group Investment Advisors LLC St Louis, MO7.48MShares$198 Million2.94% of portfolio