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Schwab Strategic Tr us lrg cap etf shares owned by Fortis Capital Management

Quarter-by-quarter ownership of Schwab Strategic Tr us lrg cap etf (SCHX) shares owned by Fortis Capital Management from 13F filings

Historical chart of Fortis Capital Management investment in Schwab Strategic Tr us lrg cap etf

Tip: Access up to 7 years of quarterly data

All positions including Schwab Strategic Tr us lrg cap etf 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 lrg cap etf by Fortis Capital Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $29M 433k 67.85
2024-06-30 $27M 416k 64.25
2024-03-31 $25M 402k 62.06
2023-12-31 $22M 397k 56.40
2023-09-30 $21M 409k 50.60
2023-06-30 $21M 397k 52.37
2023-03-31 $19M 386k 48.37
2022-12-31 $17M 379k 45.15
2022-09-30 $13M 295k 42.35
2022-06-30 $11M 236k 44.66
2022-03-31 $15M 270k 53.85
2021-12-31 $13M 116k 113.82
2021-09-30 $9.3M 89k 104.03
2021-06-30 $9.2M 89k 103.97
2021-03-31 $7.9M 82k 96.03
2020-12-31 $6.3M 69k 90.95
2020-09-30 $5.3M 66k 80.63
2020-06-30 $4.8M 64k 74.10
2020-03-31 $4.2M 68k 61.25
2019-12-31 $4.0M 52k 76.81