Fortitude Advisory Group L.L.C. Schwab Strategic U.S. Mid Cap Transaction History

Fortitude Advisory Group L.L.C.

  • $167 Million
  • Q2 2025

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 31,655 shares of SCHM stock, worth $900,584. This represents 0.53% of its overall portfolio holdings.

Number of Shares
31,655
Previous 29,963 5.65%
Holding current value
$900,584
Previous $784,000 13.14%
% of portfolio
0.53%
Previous 0.53%

Shares

15 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 22, 2025
BUY
$22.92 - $28.05 $38,780 - $47,460
1,692 Added 5.65%
31,655 $887,000
Q1 2025

Apr 17, 2025
BUY
$25.58 - $29.24 $3,248 - $3,713
127 Added 0.43%
29,963 $784,000
Q4 2024

Jan 22, 2025
BUY
$27.54 - $83.04 $551,185 - $1.66 Million
20,014 Added 203.77%
29,836 $826,000
Q3 2024

Nov 13, 2024
BUY
$75.47 - $83.18 $11,622 - $12,809
154 Added 1.59%
9,822 $816,000
Q2 2024

Jul 25, 2024
BUY
$75.69 - $81.19 $30,805 - $33,044
407 Added 4.39%
9,668 $752,000
Q1 2024

May 02, 2024
BUY
$72.89 - $81.43 $23,543 - $26,301
323 Added 3.61%
9,261 $754,000
Q4 2023

Feb 05, 2024
SELL
$63.01 - $75.95 $6,553 - $7,898
-104 Reduced 1.15%
8,938 $673,000
Q3 2023

Nov 14, 2023
SELL
$66.75 - $73.98 $90,579 - $100,390
-1,357 Reduced 13.05%
9,042 $611,000
Q2 2023

Jul 31, 2023
SELL
$65.29 - $71.03 $86,574 - $94,185
-1,326 Reduced 11.31%
10,399 $738,000
Q1 2023

May 05, 2023
SELL
$64.24 - $73.9 $106,252 - $122,230
-1,654 Reduced 12.36%
11,725 $795,000
Q4 2022

Feb 13, 2023
BUY
$61.05 - $69.94 $11,721 - $13,428
192 Added 1.46%
13,379 $877,000
Q3 2022

Nov 14, 2022
SELL
$60.5 - $72.51 $6,110 - $7,323
-101 Reduced 0.76%
13,187 $798,000
Q2 2022

Aug 16, 2022
SELL
$60.91 - $76.4 $17,298 - $21,697
-284 Reduced 2.09%
13,288 $834,000
Q1 2022

May 25, 2022
BUY
$70.66 - $80.89 $23,105 - $26,451
327 Added 2.47%
13,572 $1.03 Million
Q4 2021

May 20, 2022
BUY
$76.01 - $83.39 $1.01 Million - $1.1 Million
13,245 New
13,245 $1.07 Million

Others Institutions Holding SCHM

# of Institutions
1,023
Shares Held
284M
Call Options Held
45.7K
Put Options Held
5.3K
View Full List

About SCHWAB STRATEGIC U.S. MID-CAP

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