Schwab Strategic Tr cmn shares owned by Fortis Advisors
Quarter-by-quarter ownership of Schwab Strategic Tr cmn (SCHV) shares owned by Fortis Advisors
from 13F filings
Historical chart of Fortis Advisors investment in Schwab Strategic Tr cmn
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Quarterly reported holdings in Schwab Strategic Tr cmn by Fortis Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-09-30 | $79k | 1.2k | 64.48 |
| 2023-06-30 | $22k | 326 | 67.09 |
| 2023-03-31 | $21k | 324 | 65.58 |
| 2020-09-30 | $0 | 1 | 0.00 |
| 2020-06-30 | $109k | 2.2k | 50.35 |
| 2020-03-31 | $100k | 2.3k | 44.19 |
| 2019-12-31 | $135k | 2.2k | 60.19 |
| 2019-09-30 | $348k | 6.1k | 56.77 |
| 2019-06-30 | $334k | 6.0k | 56.10 |
| 2019-03-31 | $199k | 3.6k | 54.66 |
| 2018-12-31 | $182k | 3.7k | 49.34 |
| 2018-09-30 | $218k | 3.9k | 56.01 |
| 2018-06-30 | $229k | 4.3k | 53.14 |
| 2018-03-31 | $152k | 2.9k | 52.74 |
| 2017-12-31 | $22k | 399 | 55.14 |