Fortress Wealth Management, Inc. Schwab Strategic Tr Intl Small Transaction History

Fortress Wealth Management, Inc.

  • $171 Million
  • Q1 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 25,907 shares of SCHC stock, worth $921,771. This represents 0.54% of its overall portfolio holdings.

Number of Shares
25,907
Previous 38,789 33.21%
Holding current value
$921,771
Previous $1.35 Million 31.49%
% of portfolio
0.54%
Previous 0.85%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

Apr 19, 2024
SELL
$33.2 - $35.86 $427,682 - $461,948
-12,882 Reduced 33.21%
25,907 $927,000
Q4 2023

Feb 12, 2024
SELL
$30.0 - $35.05 $109,470 - $127,897
-3,649 Reduced 8.6%
38,789 $1.35 Million
Q3 2023

Nov 14, 2023
SELL
$32.0 - $35.51 $4,000 - $4,438
-125 Reduced 0.29%
42,438 $1.37 Million
Q2 2023

Jul 26, 2023
SELL
$32.67 - $34.58 $33,519 - $35,479
-1,026 Reduced 2.35%
42,563 $1.44 Million
Q1 2023

Apr 20, 2023
SELL
$31.54 - $34.93 $286,225 - $316,989
-9,075 Reduced 17.23%
43,589 $1.47 Million
Q4 2022

Jan 17, 2023
SELL
$29.55 - $32.98 $147,661 - $164,801
-4,997 Reduced 8.67%
52,664 $0
Q3 2022

Nov 03, 2022
SELL
N/A
-29,472 Reduced 33.82%
57,661 $1.6 Million
Q2 2022

Jul 27, 2022
SELL
N/A
-63,773 Reduced 42.26%
87,133 $2.72 Million
Q1 2022

May 04, 2022
SELL
N/A
-4,118 Reduced 2.66%
150,906 $5.73 Million
Q4 2021

Feb 03, 2022
BUY
N/A
155,024 New
155,024 $6.35 Million

Others Institutions Holding SCHC

# of Institutions
405
Shares Held
88.1M
Call Options Held
0
Put Options Held
0
View Full List

About SCHWAB STRATEGIC TR INTL SMALL

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