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 9,493 shares of SCHA stock, worth $247,007. This represents 0.01% of its overall portfolio holdings.

Number of Shares
9,493
Previous 14,898 36.28%
Holding current value
$247,007
Previous $706,000 30.88%
% of portfolio
0.01%
Previous 0.02%

Shares

9 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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

About SCHWAB STRATEGIC TR US SMALL-C


  • Ticker SCHA
  • Sector ETFs
  • Industry ETFs
More about SCHA
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