Fortitude Advisory Group L.L.C. Schwab Strategic Tr Us Large C Transaction History
Fortitude Advisory Group L.L.C.
- $147 Million
- Q1 2025
A detailed history of Fortitude Advisory Group L.L.C. transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Fortitude Advisory Group L.L.C. holds 54,145 shares of SCHX stock, worth $1.18 Million. This represents 0.81% of its overall portfolio holdings.
Number of Shares
54,145
Previous 53,972
0.32%
Holding current value
$1.18 Million
Previous $1.25 Million
4.96%
% of portfolio
0.81%
Previous 0.77%
Shares
14 transactions
Others Institutions Holding SCHX
# of Institutions
1,480Shares Held
1.09BCall Options Held
71.4KPut Options Held
4.2K-
Us Bancorp \De\206MShares$4.49 Billion6.33% of portfolio
-
Creative Planning Overland Park, KS82.5MShares$1.79 Billion1.86% of portfolio
-
Sei Investments CO Oaks, PA35.2MShares$765 Million1.08% of portfolio
-
Hbk Sorce Advisory LLC Erie, PA33MShares$719 Million28.87% of portfolio
-
Moneta Group Investment Advisors LLC St Louis, MO26.2MShares$571 Million8.63% of portfolio