Forvis Wealth Advisors, LLC Schwab Strategic Tr Us Small C Transaction History

Forvis Wealth Advisors, LLC

$4.21 Billion
Q4 2024

A detailed history of Forvis Wealth Advisors, LLC transactions in Schwab Strategic Tr Us Small C stock. As of the latest transaction made, Forvis Wealth Advisors, LLC holds 12,691 shares of SCHA stock, worth $303,568. This represents 0.01% of its overall portfolio holdings.

Number of Shares

12,691

Previous 9,493 33.69%

Holding current value

$303,568

Previous $488,000 32.79%

% of portfolio

0.01%

Previous 0.01%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 03, 2025	BUY	$25.33 - $51.16 $81,005 - $163,609	3,198 Added 33.69%	12,691 $328,000
Q3 2024 Nov 14, 2024	SELL	$46.9 - $51.96 $253,494 - $280,843	-5,405 Reduced 36.28%	9,493 $488,000
Q2 2024 Aug 09, 2024	SELL	$45.24 - $49.04 $16,286 - $17,654	-360 Reduced 2.36%	14,898 $706,000
Q1 2024 Apr 19, 2024	BUY	$44.84 - $49.24 $62,955 - $69,132	1,404 Added 10.13%	15,258 $751,000
Q4 2023 Jan 11, 2024	SELL	$38.13 - $48.02 $991 - $1,248	-26 Reduced 0.19%	13,854 $654,000
Q3 2023 Oct 25, 2023	BUY	$40.85 - $46.1 $254,618 - $287,341	6,233 Added 81.51%	13,880 $574,000
Q2 2023 Aug 08, 2023	BUY	$39.91 - $43.82 $89,837 - $98,638	2,251 Added 41.72%	7,647 $334,000
Q1 2023 Apr 26, 2023	SELL	$39.82 - $46.36 $2,110 - $2,457	-53 Reduced 0.97%	5,396 $226,000
Q2 2022 Jul 22, 2022	BUY	$37.88 - $48.01 $9,091 - $11,522	240 Added 4.61%	5,449 $212,000
Q1 2022 May 10, 2022	BUY	$44.42 - $51.73 $231,383 - $269,461	5,209 New	5,209 $247,000

Others Institutions Holding SCHA

# of Institutions

1,251

Shares Held

274M

Call Options Held

66.4K

Put Options Held

2.7K

View Full List

About SCHWAB STRATEGIC TR US SMALL-C

Ticker SCHA
Sector ETFs
Industry ETFs

More about SCHA

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Forvis Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Forvis Wealth Advisors, LLC with notifications on news.

Account

Forvis Wealth Advisors, LLC Schwab Strategic Tr Us Small C Transaction History