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Schwab Strategic Tr us dividend eq shares owned by Fortis Capital Management

Quarter-by-quarter ownership of Schwab Strategic Tr us dividend eq (SCHD) shares owned by Fortis Capital Management from 13F filings

Historical chart of Fortis Capital Management investment in Schwab Strategic Tr us dividend eq

Tip: Access up to 7 years of quarterly data

All positions including Schwab Strategic Tr us dividend eq held by Fortis Capital Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Schwab Strategic Tr us dividend eq by Fortis Capital Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $1.1M 13k 80.63
2023-12-31 $762k 10k 76.13
2023-09-30 $293k 4.1k 70.76
2023-06-30 $216k 3.0k 72.63

More positions owned by Fortis Capital Management

Microsoft Corporation (MSFT)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Amazon (AMZN)
Ishares Tr Ishs 1-5yr Invs (IGSB)
Vanguard Scottsdale Fds Int-term Corp (VCIT)
Schwab Strategic Tr Us Mid-cap Etf (SCHM)
Alphabet Cap Stk Cl C (GOOG)
Vanguard Index Fds Sm Cp Val Etf (VBR)
Spdr Gold Tr Gold Shs (GLD)
Netflix (NFLX)
Schwab Strategic Tr Us Tips Etf (SCHP)
Doximity Cl A (DOCS)
Pimco Etf Tr Inv Grd Crp Bd (CORP)
NVIDIA Corporation (NVDA)
Schwab Strategic Tr Us Sml Cap Etf (SCHA)

View all positions for Fortis Capital Management

Top funds holding Schwab Strategic Tr us dividend eq

Bank of America Corporation
Charles Schwab Investment Advisory
H D Vest Advisory Services
Sumitomo Life Insurance
Raymond James Financial Services Advisors
Sontag Advisory
Wealthfront Advisers
UBS Group
Royal Bank of Canada
Advisor Group Holdings
Orgel Wealth Management
Commonwealth Equity Services
Wells Fargo & Company
Jpmorgan Chase & Co
Honkamp Krueger Financial Services

View all funds holding Schwab Strategic Tr us dividend eq