Fortis Capital Advisors, LLC SCHX Holdings History
Fortis Capital Advisors, LLC's Schwab U.S. Large-Cap ETF Holding Summary
As of 2025-06-30, Fortis Capital Advisors, LLC held 1.32 Mil shares of Schwab U.S. Large-Cap ETF(SCHX), totaling $32.20 Mil. This investment constitutes 5.76% of their stock portfolio, and Fortis Capital Advisors, LLC now holds 0.06% of the outstanding Schwab U.S. Large-Cap ETF(SCHX) stock.
The initial trade took place in 2025Q1. And since then Fortis Capital Advisors, LLC has made 1 purchases of SCHX, at an average price of $23.28, for a total of 1.35 Mil shares. In addition, there have been 1 sales at an average price of $22.60 for 27,656.00 shares. Based on historical transaction data and SCHX's current price of $24.91, Fortis Capital Advisors, LLC's estimated gain on his SCHX holdings is $2.13 Mil, reflecting a 6.80% gain to date.
Fortis Capital Advisors, LLC SCHX ($24.91) Holding Chart
Fortis Capital Advisors, LLC SCHX ($24.91) 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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