Forum Financial Management, LP Schwab Strategic Tr Us Large C Transaction History

Forum Financial Management, LP

  • $5.76 Billion
  • Q2 2025

A detailed history of Forum Financial Management, LP transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Forum Financial Management, LP holds 14,284 shares of SCHG stock, worth $431,948. This represents 0.01% of its overall portfolio holdings.

Number of Shares
14,284
Previous 13,845 3.17%
Holding current value
$431,948
Previous $346,000 20.52%
% of portfolio
0.01%
Previous 0.01%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 30, 2025
BUY
$22.27 - $29.21 $9,776 - $12,823
439 Added 3.17%
14,284 $417,000
Q1 2025

May 02, 2025
BUY
$24.91 - $29.02 $38,037 - $44,313
1,527 Added 12.4%
13,845 $346,000
Q4 2024

Feb 13, 2025
BUY
$25.93 - $105.3 $239,619 - $973,077
9,241 Added 300.32%
12,318 $343,000
Q3 2024

Oct 29, 2024
BUY
$92.63 - $105.69 $555 - $634
6 Added 0.2%
3,077 $320,000
Q2 2024

Jul 30, 2024
BUY
$87.04 - $101.61 $267,299 - $312,044
3,071 New
3,071 $309,000

Others Institutions Holding SCHG

# of Institutions
1,556
Shares Held
759M
Call Options Held
327K
Put Options Held
193K
View Full List

About SCHWAB STRATEGIC TR US LARGE-C

SCHG Quotes by TradingView
  • Ticker SCHG
  • Sector ETFs
  • Industry ETFs
More about SCHG
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