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| Name: |
FIDELIS iM LLC |
| City: |
MEDFORD |
| State: |
OR |
| Zip: |
97504 |
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data |
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| Holdings
Found :
2 |
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Ticker |
Company Name |
Position
Rank |
New/Closed
Postion |
Last
Close |
Value |
Shares Held |
% of
Portfolio |
Value
Change |
Change In
Shares Held |
% of Company |
Industry |
|
SCHX |
Schwab Strategic Trust |
3 |
- |
$64.01 |
$29,292,000 |
472,009 |
14.71% |
2,368,000 |
-5,369 |
0.017 |
Closed - End Fund - Debt |
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SCHM |
Schwab U.S. Mid-Cap Etf |
13 |
- |
$78.61 |
$1,303,000 |
16,005 |
0.65% |
83,000 |
-205 |
0.013 |
N/A |
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