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

Fortress Wealth Management, Inc.

  • $186 Million
  • Q3 2025

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 77,913 shares of SCHV stock, worth $2.26 Million. This represents 1.22% of its overall portfolio holdings.

Number of Shares
77,913
Previous 90,654 14.05%
Holding current value
$2.26 Million
Previous $2.51 Million 9.57%
% of portfolio
1.22%
Previous 1.43%

Shares

16 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 15, 2025
SELL
$27.61 - $29.15 $351,779 - $371,400
-12,741 Reduced 14.05%
77,913 $2.27 Million
Q2 2025

Jul 10, 2025
BUY
$23.55 - $27.67 $4,144 - $4,869
176 Added 0.19%
90,654 $2.51 Million
Q1 2025

May 02, 2025
BUY
$25.77 - $27.6 $4,097 - $4,388
159 Added 0.18%
90,478 $2.4 Million
Q4 2024

Jan 22, 2025
BUY
$25.79 - $80.4 $1.53 Million - $4.76 Million
59,201 Added 190.25%
90,319 $2.35 Million
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
974
Shares Held
358M
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
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More about SCHV
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