Forvis Wealth Advisors, LLC Schwab Strategic Tr Us Broad M Transaction History

Forvis Wealth Advisors, LLC

  • $4 Billion
  • Q1 2025

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 5,611,991 shares of SCHB stock, worth $128 Million. This represents 3.02% of its overall portfolio holdings.

Number of Shares
5,611,991
Previous 5,694,595 1.45%
Holding current value
$128 Million
Previous $129 Million 6.53%
% of portfolio
3.02%
Previous 3.07%

Shares

32 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 13, 2025
SELL
$21.23 - $23.75 $1.75 Million - $1.96 Million
-82,604 Reduced 1.45%
5,611,991 $121 Million
Q4 2024

Feb 03, 2025
BUY
$22.01 - $66.82 $84.3 Million - $256 Million
3,828,805 Added 205.21%
5,694,595 $129 Million
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

# of Institutions
1,291
Shares Held
488M
Call Options Held
350K
Put Options Held
28.3K
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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