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 1,865,790 shares of SCHB stock, worth $42.8 Million. This represents 2.91% of its overall portfolio holdings.

Number of Shares
1,865,790
Previous 1,751,148 6.55%
Holding current value
$42.8 Million
Previous $110 Million 12.73%
% of portfolio
2.91%
Previous 2.78%

Shares

30 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 14, 2024

BUY
$59.93 - $66.52 $6.87 Million - $7.63 Million
114,642 Added 6.55%
1,865,790 $124 Million
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
$41.94 - $47.81 $18.4 Million - $20.9 Million
437,929 Added 46.41%
1,381,554 $61.9 Million
Q3 2022

Oct 13, 2022

BUY
$41.99 - $50.63 $7.82 Million - $9.43 Million
186,303 Added 24.6%
943,625 $39.6 Million
Q2 2022

Jul 22, 2022

BUY
$42.93 - $53.98 $9.2 Million - $11.6 Million
214,223 Added 39.44%
757,322 $33.5 Million
Q1 2022

May 10, 2022

BUY
$49.15 - $56.85 $13.3 Million - $15.4 Million
271,486 Added 99.95%
543,099 $29 Million
Q4 2021

Jan 14, 2022

SELL
$51.87 - $56.86 $191,400 - $209,813
-3,690 Reduced 1.34%
271,613 $30.7 Million
Q3 2021

Oct 14, 2021

SELL
$51.32 - $54.83 $89,194 - $95,294
-1,738 Reduced 0.63%
275,303 $28.6 Million
Q2 2021

Jul 14, 2021

SELL
$48.92 - $52.14 $42,853 - $45,674
-876 Reduced 0.32%
277,041 $28.9 Million
Q1 2021

Apr 23, 2021

SELL
$44.89 - $48.81 $828,040 - $900,349
-18,446 Reduced 6.22%
277,917 $26.9 Million
Q4 2020

Jan 22, 2021

SELL
$39.03 - $45.5 $1.4 Million - $1.63 Million
-35,822 Reduced 10.78%
296,363 $27 Million
Q3 2020

Nov 05, 2020

SELL
$36.93 - $42.52 $2.6 Million - $2.99 Million
-70,394 Reduced 17.49%
332,185 $26.5 Million
Q2 2020

Jul 15, 2020

SELL
$28.84 - $38.49 $2.64 Million - $3.52 Million
-91,510 Reduced 18.52%
402,579 $29.6 Million
Q1 2020

Apr 10, 2020

SELL
$26.18 - $40.44 $1.85 Million - $2.85 Million
-70,501 Reduced 12.49%
494,089 $29.9 Million
Q4 2019

Jan 13, 2020

SELL
$34.47 - $38.58 $709,116 - $793,667
-20,572 Reduced 3.52%
564,590 $43.4 Million
Q3 2019

Oct 29, 2019

BUY
$35.32 - $36.13 $173,597 - $177,578
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

About SCHWAB STRATEGIC TR US BROAD M


  • Ticker SCHB
  • Sector ETFs
  • Industry ETFs
More about SCHB
Track This Portfolio

Track Forvis Wealth Advisors, LLC Portfolio

Follow Forvis Wealth Advisors, LLC and customize your updates to receive the information that matters most to you.

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.