Fortress Wealth Management, Inc. Schwab Strategic Tr Us Dividen Transaction History

Fortress Wealth Management, Inc.

$180 Million
Q3 2024

Shares

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2023 Feb 12, 2024	SELL	$66.9 - $76.32 $119,751 - $136,612	-1,790 Reduced 40.46%	2,634 $200,000
Q3 2023 Nov 14, 2023	BUY	$70.63 - $75.66 $7,981 - $8,549	113 Added 2.62%	4,424 $313,000
Q2 2023 Jul 26, 2023	SELL	$69.18 - $73.94 $1.62 Million - $1.73 Million	-23,444 Reduced 84.47%	4,311 $313,000
Q1 2023 Apr 20, 2023	SELL	$70.28 - $78.03 $249,634 - $277,162	-3,552 Reduced 11.35%	27,755 $2.03 Million
Q4 2022 Jan 17, 2023	SELL	$67.16 - $79.06 $13,902 - $16,365	-207 Reduced 0.66%	31,307 $0
Q3 2022 Nov 03, 2022	BUY	$66.43 - $77.87 $60,849 - $71,328	916 Added 2.99%	31,514 $2.09 Million
Q2 2022 Jul 27, 2022	SELL	$70.31 - $80.24 $339,737 - $387,719	-4,832 Reduced 13.64%	30,598 $2.19 Million
Q1 2022 May 04, 2022	SELL	$75.14 - $81.94 $28,628 - $31,219	-381 Reduced 1.06%	35,430 $2.8 Million
Q4 2021 Feb 03, 2022	BUY	$74.93 - $80.86 $2.68 Million - $2.9 Million	35,811 New	35,811 $2.9 Million

Others Institutions Holding SCHD

# of Institutions

1,760

Shares Held

276M

Call Options Held

1.92M

Put Options Held

1.16M

About SCHWAB STRATEGIC TR US DIVIDEN

Ticker SCHD
Sector ETFs
Industry ETFs

More about SCHD

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Fortress Wealth Management, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Fortress Wealth Management, Inc. with notifications on news.