Fortune Financial Advisors, LLC Schwab Strategic U.S. Mid Cap Transaction History

Fortune Financial Advisors, LLC

  • $163 Billion
  • Q2 2024

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2023

Jan 25, 2024
SELL
$63.01 - $75.95 $30,748 - $37,063
-488 Reduced 10.29%
4,254 $320 Million
Q3 2023

Oct 25, 2023
BUY
$66.75 - $73.98 $19,691 - $21,824
295 Added 6.63%
4,742 $321 Million
Q2 2023

Aug 07, 2023
BUY
$65.29 - $71.03 $290,344 - $315,870
4,447 New
4,447 $316 Million

Others Institutions Holding SCHM

# of Institutions
912
Shares Held
94.8M
Call Options Held
6.2K
Put Options Held
3K
View Full List

About SCHWAB STRATEGIC U.S. MID-CAP

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

Track Fortune Financial Advisors, LLC Portfolio

Follow Fortune Financial Advisors, LLC 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 Fortune Financial Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Fortune Financial Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email