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

Forum Financial Management, LP

  • $6.44 Billion
  • Q3 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 17,820 shares of SCHX stock, worth $466,171. This represents 0.01% of its overall portfolio holdings.

Number of Shares
17,820
Previous 17,696 0.7%
Holding current value
$466,171
Previous $432,000 8.56%
% of portfolio
0.01%
Previous 0.01%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 24, 2025
BUY
$24.46 - $26.5 $3,033 - $3,286
124 Added 0.7%
17,820 $469,000
Q2 2025

Jul 30, 2025
BUY
$19.6 - $24.44 $4,508 - $5,621
230 Added 1.32%
17,696 $432,000
Q1 2025

May 02, 2025
BUY
$21.75 - $24.28 $379,885 - $424,074
17,466 New
17,466 $385,000

Others Institutions Holding SCHX

# of Institutions
1,578
Shares Held
1.14B
Call Options Held
68.6K
Put Options Held
200
View Full List

About SCHWAB STRATEGIC TR US LARGE-C

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