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 $320,701. This represents 0.01% of its overall portfolio holdings.

Number of Shares

12,691

Previous 9,493 33.69%

Holding current value

$320,701

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

1,248

Shares Held

272M

Call Options Held

66.4K

Put Options Held

2.7K

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About SCHWAB STRATEGIC TR US SMALL-C

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