Schwab Strategic Tr 0 shares owned by Fortis Advisors
Quarter-by-quarter ownership of Schwab Strategic Tr 0 (SCHP) shares owned by Fortis Advisors
from 13F filings
Historical chart of Fortis Advisors investment in Schwab Strategic Tr 0
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Quarterly reported holdings in Schwab Strategic Tr 0 by Fortis Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $5.8M | 215k | 26.95 |
| 2025-06-30 | $5.0M | 189k | 26.68 |
| 2025-03-31 | $5.1M | 189k | 26.89 |
| 2024-12-31 | $5.5M | 212k | 25.83 |
| 2024-09-30 | $5.5M | 102k | 53.63 |
| 2022-12-31 | $15k | 297 | 51.73 |
| 2022-09-30 | $49k | 948 | 51.69 |
| 2022-06-30 | $52k | 929 | 55.97 |
| 2022-03-31 | $29k | 481 | 60.29 |
| 2021-12-31 | $55k | 876 | 62.79 |
| 2021-09-30 | $20k | 317 | 63.09 |
| 2019-09-30 | $38k | 666 | 57.06 |
| 2019-06-30 | $43k | 769 | 55.92 |