Fortis Advisors, LLC SCHP Holdings History
Fortis Advisors, LLC's Schwab U.S. Tips ETF Holding Summary
As of 2025-03-31, Fortis Advisors, LLC held 189,418.00 shares of Schwab U.S. Tips ETF(SCHP), totaling $5.09 Mil. This investment constitutes 3.32% of their stock portfolio, and Fortis Advisors, LLC now holds 0.04% of the outstanding Schwab U.S. Tips ETF(SCHP) stock.
The initial trade took place in 2019Q2. And since then Fortis Advisors, LLC has made 7 purchases of SCHP, at an average price of $26.72, for a total of 214,023.00 shares. In addition, there have been 6 sales at an average price of $28.78 for 24,605.00 shares. Based on historical transaction data and SCHP's current price of $26.59, Fortis Advisors, LLC's estimated gain on his SCHP holdings is $24,640.54, reflecting a 0.43% gain to date.
Fortis Advisors, LLC SCHP ($26.59) Holding Chart
Fortis Advisors, LLC SCHP ($26.59) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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