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 17,696 shares of SCHX stock, worth $444,700. This represents 0.01% of its overall portfolio holdings.

Number of Shares
17,696
Previous 17,466 1.32%
Holding current value
$444,700
Previous $385,000 12.21%
% of portfolio
0.01%
Previous 0.01%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
1,534
Shares Held
1.13B
Call Options Held
53.9K
Put Options Held
5.49K
View Full List

About SCHWAB STRATEGIC TR US LARGE-C

SCHX Quotes by TradingView
  • Ticker SCHX
  • Sector ETFs
  • Industry ETFs
More about SCHX
Track This Portfolio

Track Forum Financial Management, LP Portfolio

Follow Forum Financial Management, LP and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Forum Financial Management, LP, based on Form 13F filings with the SEC.

News

Stay updated on Forum Financial Management, LP with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email