Forvis Wealth Advisors, LLC Schwab Strategic Tr Us Broad M Transaction History
Forvis Wealth Advisors, LLC
- $3.96 Billion
- Q2 2024
A detailed history of Forvis Wealth Advisors, LLC transactions in Schwab Strategic Tr Us Broad M stock. As of the latest transaction made, Forvis Wealth Advisors, LLC holds 1,751,148 shares of SCHB stock, worth $38.7 Million. This represents 2.78% of its overall portfolio holdings.
Number of Shares
1,751,148
Previous 1,709,132
2.46%
Holding current value
$38.7 Million
Previous $104 Million
5.51%
% of portfolio
2.78%
Previous 2.67%
Shares
29 transactions
Others Institutions Holding SCHB
# of Institutions
1,158Shares Held
168MCall Options Held
197KPut Options Held
19.4K-
Wealthfront Advisers LLC21.2MShares$468 Million4.49% of portfolio
-
Betterment LLC New York, NY6.17MShares$136 Million1.01% of portfolio
-
Strategic Financial Concepts, LLC San Antonio, TX4.7MShares$104 Million0.17% of portfolio
-
Scs Capital Management LLC Boston, MA3.89MShares$86.1 Million5.13% of portfolio
-
Rebalance, LLC Palo Alto, CA3.82MShares$84.6 Million18.64% of portfolio