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

Fortitude Advisory Group L.L.C.

$176 Million
Q3 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 54,480 shares of SCHX stock, worth $1.45 Million. This represents 0.82% of its overall portfolio holdings.

Number of Shares

54,480

Previous 55,267 1.42%

Holding current value

$1.45 Million

Previous $1.35 Million 6.3%

% of portfolio

0.82%

Previous 0.81%

16 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 05, 2025	SELL	$24.46 - $26.5 $19,250 - $20,855	-787 Reduced 1.42%	54,480 $1.44 Million
Q2 2025 Jul 22, 2025	BUY	$19.6 - $24.44 $21,991 - $27,421	1,122 Added 2.07%	55,267 $1.35 Million
Q1 2025 Apr 17, 2025	BUY	$21.75 - $24.28 $3,762 - $4,200	173 Added 0.32%	54,145 $1.19 Million
Q4 2024 Jan 22, 2025	BUY	$22.4 - $68.28 $814,262 - $2.48 Million	36,351 Added 206.29%	53,972 $1.25 Million
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

1,630

Shares Held

1.14B

Call Options Held

64.2K

Put Options Held

12K

View Full List

About SCHWAB STRATEGIC TR US LARGE-C

Ticker SCHX
Sector ETFs
Industry ETFs

More about SCHX

Track This Portfolio

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.

Account

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