Fortitude Advisory Group L.L.C. Schwab Strategic Tr Us Large 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 Large C stock. As of the latest transaction made, Fortitude Advisory Group L.L.C. holds 17,763 shares of SCHX stock, worth $1.2 Million. This represents 0.69% of its overall portfolio holdings.

Number of Shares
17,763
Previous 18,611 4.56%
Holding current value
$1.2 Million
Previous $1.15 Million 1.13%
% of portfolio
0.69%
Previous 0.66%

Shares

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

Jul 25, 2024
SELL
$58.7 - $64.78 $49,777 - $54,933
-848 Reduced 4.56%
17,763 $1.14 Million
Q1 2024

May 02, 2024
BUY
$55.41 - $62.08 $61,615 - $69,032
1,112 Added 6.35%
18,611 $1.15 Million
Q4 2023

Feb 05, 2024
SELL
$48.47 - $56.6 $13,620 - $15,904
-281 Reduced 1.58%
17,499 $986,000
Q3 2023

Nov 14, 2023
SELL
$50.36 - $54.21 $60,230 - $64,835
-1,196 Reduced 6.3%
17,780 $899,000
Q2 2023

Jul 31, 2023
SELL
$47.67 - $52.37 $109,116 - $119,874
-2,289 Reduced 10.76%
18,976 $993,000
Q1 2023

May 05, 2023
SELL
$44.78 - $49.41 $221,750 - $244,678
-4,952 Reduced 18.89%
21,265 $1.03 Million
Q4 2022

Feb 13, 2023
BUY
$42.25 - $48.16 $98,358 - $112,116
2,328 Added 9.75%
26,217 $1.18 Million
Q3 2022

Nov 14, 2022
SELL
$42.35 - $51.01 $14,737 - $17,751
-348 Reduced 1.44%
23,889 $1.01 Million
Q2 2022

Aug 16, 2022
BUY
$43.35 - $54.51 $2,124 - $2,670
49 Added 0.2%
24,237 $1.08 Million
Q1 2022

May 25, 2022
BUY
$49.51 - $57.27 $639,718 - $739,985
12,921 Added 114.68%
24,188 $1.3 Million
Q4 2021

May 20, 2022
BUY
$51.9 - $57.29 $584,757 - $645,486
11,267 New
11,267 $1.28 Million

Others Institutions Holding SCHX

# of Institutions
1,316
Shares Held
447M
Call Options Held
24.7K
Put Options Held
3.6K
View Full List

About SCHWAB STRATEGIC TR US LARGE-C

SCHX Quotes by TradingView
  • Ticker SCHX
  • Sector ETFs
  • Industry ETFs
More about SCHX
Track This Portfolio

Track Fortitude Advisory Group L.L.C. Portfolio

Follow Fortitude Advisory Group L.L.C. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Fortitude Advisory Group L.L.C., based on Form 13F filings with the SEC.

News

Stay updated on Fortitude Advisory Group L.L.C. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email