Forvis Wealth Advisors, LLC Schwab Strategic Tr Us Broad M Transaction History
Forvis Wealth Advisors, LLC
- $4.26 Billion
- Q3 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 1,865,790 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
Others Institutions Holding SCHB
# of Institutions
1,178Shares Held
166MCall Options Held
172KPut Options Held
20.7K-
Wealthfront Advisers LLC20.6MShares$473 Million4.26% of portfolio
-
Betterment LLC New York, NY6.06MShares$139 Million0.97% of portfolio
-
Rebalance, LLC Palo Alto, CA3.82MShares$87.8 Million18.64% of portfolio
-
Scs Capital Management LLC Boston, MA3.78MShares$86.7 Million5.07% of portfolio
-
Milliman Financial Risk Management LLC Chicago, IL3.29MShares$75.7 Million2.16% of portfolio