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

Fortitude Advisory Group L.L.C.

  • $157 Million
  • Q3 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 17,621 shares of SCHX stock, worth $412,331. This represents 0.76% of its overall portfolio holdings.

Number of Shares
17,621
Previous 17,763 0.8%
Holding current value
$412,331
Previous $1.14 Million 4.73%
% of portfolio
0.76%
Previous 0.69%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 13, 2024
SELL
$61.11 - $67.85 $8,677 - $9,634
-142 Reduced 0.8%
17,621 $1.2 Million
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
1,351
Shares Held
348M
Call Options Held
34.3K
Put Options Held
1.2K
View Full List

About SCHWAB STRATEGIC TR US LARGE-C

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