Fortress Wealth Management, Inc. Schwab Strategic Tr Intl Small Transaction History
Fortress Wealth Management, Inc.
- $177 Million
- Q4 2024
A detailed history of Fortress Wealth Management, Inc. transactions in Schwab Strategic Tr Intl Small stock. As of the latest transaction made, Fortress Wealth Management, Inc. holds 23,169 shares of SCHC stock, worth $844,741. This represents 0.45% of its overall portfolio holdings.
Number of Shares
23,169
Previous 24,800
6.58%
Holding current value
$844,741
Previous $955,000
16.75%
% of portfolio
0.45%
Previous 0.53%
Shares
13 transactions
Others Institutions Holding SCHC
# of Institutions
453Shares Held
46.9MCall Options Held
0Put Options Held
0-
Pnc Financial Services Group, Inc. Pittsburgh, PA4.98MShares$182 Million0.12% of portfolio
-
Savant Capital, LLC2.85MShares$104 Million0.8% of portfolio
-
Tiaa, Fsb St. Louis, MO1.68MShares$61.2 Million0.21% of portfolio
-
Sage View Advisory Group, LLC Newport Beach, CA1.66MShares$60.7 Million2.46% of portfolio
-
Envestnet Asset Management Inc1.55MShares$56.6 Million0.02% of portfolio