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 $111 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
$111 Million
Previous $104 Million 5.51%
% of portfolio
2.78%
Previous 2.67%

Shares

29 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 09, 2024
BUY
$57.57 - $63.3 $2.42 Million - $2.66 Million
42,016 Added 2.46%
1,751,148 $110 Million
Q1 2024

Apr 19, 2024
BUY
$54.61 - $61.05 $4.97 Million - $5.56 Million
91,079 Added 5.63%
1,709,132 $104 Million
Q4 2023

Jan 11, 2024
SELL
$47.61 - $55.91 $520,044 - $610,704
-10,923 Reduced 0.67%
1,618,053 $90.1 Million
Q3 2023

Oct 25, 2023
BUY
$49.59 - $53.57 $2.82 Million - $3.05 Million
56,879 Added 3.62%
1,628,976 $81.2 Million
Q2 2023

Aug 08, 2023
BUY
$47.08 - $51.7 $5.08 Million - $5.58 Million
107,952 Added 7.37%
1,572,097 $81.3 Million
Q1 2023

Apr 26, 2023
BUY
$44.47 - $49.23 $3.67 Million - $4.07 Million
82,591 Added 5.98%
1,464,145 $70.1 Million
Q4 2022

Feb 02, 2023
BUY
$43.88 - $47.81 $19.2 Million - $20.9 Million
437,929 Added 46.41%
1,381,554 $61.9 Million
Q3 2022

Oct 13, 2022
BUY
N/A
186,303 Added 24.6%
943,625 $39.6 Million
Q2 2022

Jul 22, 2022
BUY
N/A
214,223 Added 39.44%
757,322 $33.5 Million
Q1 2022

May 10, 2022
BUY
N/A
271,486 Added 99.95%
543,099 $29 Million
Q4 2021

Jan 14, 2022
SELL
N/A
-3,690 Reduced 1.34%
271,613 $30.7 Million
Q3 2021

Oct 14, 2021
SELL
N/A
-1,738 Reduced 0.63%
275,303 $28.6 Million
Q2 2021

Jul 14, 2021
SELL
N/A
-876 Reduced 0.32%
277,041 $28.9 Million
Q1 2021

Apr 23, 2021
SELL
N/A
-18,446 Reduced 6.22%
277,917 $26.9 Million
Q4 2020

Jan 22, 2021
SELL
N/A
-35,822 Reduced 10.78%
296,363 $27 Million
Q3 2020

Nov 05, 2020
SELL
N/A
-70,394 Reduced 17.49%
332,185 $26.5 Million
Q2 2020

Jul 15, 2020
SELL
N/A
-91,510 Reduced 18.52%
402,579 $29.6 Million
Q1 2020

Apr 10, 2020
SELL
N/A
-70,501 Reduced 12.49%
494,089 $29.9 Million
Q4 2019

Jan 13, 2020
SELL
N/A
-20,572 Reduced 3.52%
564,590 $43.4 Million
Q3 2019

Oct 29, 2019
BUY
N/A
4,915 Added 0.85%
585,162 $41.6 Million
Q2 2019

Jul 10, 2019
BUY
N/A
12,534 Added 2.21%
580,247 $40.9 Million
Q1 2019

Apr 10, 2019
BUY
N/A
18,001 Added 3.27%
567,713 $38.6 Million
Q4 2018

Jan 15, 2019
BUY
N/A
93,154 Added 20.4%
549,712 $32.9 Million
Q3 2018

Oct 09, 2018
BUY
N/A
17,116 Added 3.89%
456,558 $32.1 Million
Q2 2018

Jul 13, 2018
BUY
N/A
13,098 Added 3.07%
439,442 $29 Million
Q1 2018

May 25, 2018
BUY
N/A
7,607 Added 1.82%
426,344 $27.2 Million
Q1 2018

Apr 20, 2018
BUY
N/A
1,480 Added 0.35%
418,737 $27.4 Million
Q4 2017

Jan 18, 2018
BUY
N/A
21,023 Added 5.31%
417,257 $26.9 Million
Q3 2017

Oct 13, 2017
BUY
N/A
396,234
396,234 $24.1 Million

Others Institutions Holding SCHB

# of Institutions
1,145
Shares Held
165M
Call Options Held
188K
Put Options Held
19.4K
View Full List

About SCHWAB STRATEGIC TR US BROAD M

SCHB Quotes by TradingView
  • Ticker SCHB
  • Sector ETFs
  • Industry ETFs
More about SCHB
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