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

Fortress Wealth Management, Inc.

  • $164 Million
  • Q1 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 9,666 shares of SCHX stock, worth $225,217. This represents 0.13% of its overall portfolio holdings.

Number of Shares
9,666
Previous 9,666 -0.0%
Holding current value
$225,217
Previous $224,000 4.91%
% of portfolio
0.13%
Previous 0.13%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 22, 2025
BUY
$22.4 - $68.28 $144,345 - $439,996
6,444 Added 200.0%
9,666 $224,000
Q2 2024

Jul 16, 2024
BUY
$58.7 - $64.78 $189,131 - $208,721
3,222 New
3,222 $207,000
Q2 2022

Jul 27, 2022
SELL
$43.35 - $54.51 $58,089 - $73,043
-1,340 Reduced 20.58%
5,172 $231,000
Q1 2022

May 04, 2022
BUY
$49.51 - $57.27 $147,440 - $170,550
2,978 Added 84.27%
6,512 $351,000
Q4 2021

Feb 03, 2022
BUY
$51.9 - $57.29 $183,414 - $202,462
3,534 New
3,534 $402,000

Others Institutions Holding SCHX

# of Institutions
1,500
Shares Held
1.15B
Call Options Held
53.9K
Put Options Held
5.49K
View Full List

About SCHWAB STRATEGIC TR US LARGE-C

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