Fortress Wealth Management, Inc. Schwab Strategic Tr Intl Small Transaction History
Fortress Wealth Management, Inc.
- $186 Million
- Q3 2025
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 22,313 shares of SCHC stock, worth $1 Million. This represents 0.54% of its overall portfolio holdings.
Number of Shares
22,313
Previous 22,311
0.01%
Holding current value
$1 Million
Previous $950,000
6.84%
% of portfolio
0.54%
Previous 0.54%
Shares
16 transactions
Others Institutions Holding SCHC
# of Institutions
516Shares Held
45.3MCall Options Held
0Put Options Held
0-
Tiaa Trust, National Association Charlotte, NC3.63MShares$163 Million0.41% of portfolio
-
Savant Capital, LLC2.4MShares$108 Million0.61% of portfolio
-
Sage View Advisory Group, LLC Newport Beach, CA1.92MShares$86.3 Million3.01% of portfolio
-
Tiaa, Fsb St. Louis, MO1.68MShares$75.6 Million0.21% of portfolio
-
Mc Adam, LLC1.45MShares$65.2 Million3.31% of portfolio