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

Fortress Wealth Management, Inc.

  • $180 Million
  • Q3 2024

A detailed history of Fortress Wealth Management, Inc. transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Fortress Wealth Management, Inc. holds 31,118 shares of SCHV stock, worth $811,868. This represents 1.39% of its overall portfolio holdings.

Number of Shares
31,118
Previous 31,253 0.43%
Holding current value
$811,868
Previous $2.32 Million 7.99%
% of portfolio
1.39%
Previous 1.34%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 18, 2024
SELL
$73.43 - $80.37 $9,913 - $10,849
-135 Reduced 0.43%
31,118 $2.5 Million
Q2 2024

Jul 16, 2024
BUY
$71.74 - $75.86 $2,941 - $3,110
41 Added 0.13%
31,253 $2.32 Million
Q1 2024

Apr 19, 2024
SELL
$68.82 - $75.98 $1.01 Million - $1.11 Million
-14,651 Reduced 31.95%
31,212 $2.37 Million
Q4 2023

Feb 12, 2024
SELL
$61.16 - $70.24 $121,402 - $139,426
-1,985 Reduced 4.15%
45,863 $3.21 Million
Q3 2023

Nov 14, 2023
SELL
$64.45 - $69.39 $269,916 - $290,605
-4,188 Reduced 8.05%
47,848 $3.08 Million
Q2 2023

Jul 26, 2023
SELL
$63.33 - $67.21 $108,357 - $114,996
-1,711 Reduced 3.18%
52,036 $3.49 Million
Q1 2023

Apr 20, 2023
SELL
$62.59 - $69.3 $104,838 - $116,077
-1,675 Reduced 3.02%
53,747 $3.52 Million
Q4 2022

Jan 17, 2023
SELL
$59.13 - $69.24 $412,963 - $483,572
-6,984 Reduced 11.19%
55,422 $0
Q3 2022

Nov 03, 2022
SELL
$58.51 - $69.02 $542,036 - $639,401
-9,264 Reduced 12.93%
62,406 $3.65 Million
Q2 2022

Jul 27, 2022
SELL
$60.93 - $72.3 $1.46 Million - $1.74 Million
-24,035 Reduced 25.11%
71,670 $4.47 Million
Q1 2022

May 04, 2022
BUY
$67.71 - $74.19 $506,673 - $555,163
7,483 Added 8.48%
95,705 $6.83 Million
Q4 2021

Feb 03, 2022
BUY
$67.9 - $73.3 $5.99 Million - $6.47 Million
88,222 New
88,222 $6.46 Million

Others Institutions Holding SCHV

# of Institutions
836
Shares Held
112M
Call Options Held
0
Put Options Held
0
View Full List

About SCHWAB STRATEGIC TR US LARGE-C

SCHV Quotes by TradingView
  • Ticker SCHV
  • Sector ETFs
  • Industry ETFs
More about SCHV
Track This Portfolio

Track Fortress Wealth Management, Inc. Portfolio

Follow Fortress Wealth Management, Inc. and customize your updates to receive the information that matters most to you.

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.

Choose your preferred platform and Sign Up 👇 Telegram Email