Forvis Wealth Advisors, LLC Schwab Strategic Tr Intl Small Transaction History
Forvis Wealth Advisors, LLC
- $4.41 Billion
- Q2 2025
A detailed history of Forvis Wealth Advisors, LLC transactions in Schwab Strategic Tr Intl Small stock. As of the latest transaction made, Forvis Wealth Advisors, LLC holds 40,373 shares of SCHC stock, worth $1.84 Million. This represents 0.04% of its overall portfolio holdings.
Number of Shares
40,373
Previous 44,385
9.04%
Holding current value
$1.84 Million
Previous $1.59 Million
7.98%
% of portfolio
0.04%
Previous 0.04%
Shares
14 transactions
Others Institutions Holding SCHC
# of Institutions
498Shares Held
76.5MCall Options Held
0Put Options Held
0-
Ci Private Wealth, LLC Miami, FL32.8MShares$1.5 Billion2.05% of portfolio
-
Tiaa Trust, National Association Charlotte, NC3.42MShares$156 Million0.38% of portfolio
-
Savant Capital, LLC2.33MShares$106 Million0.65% of portfolio
-
Sage View Advisory Group, LLC Newport Beach, CA1.93MShares$87.9 Million3.13% of portfolio
-
Tiaa, Fsb St. Louis, MO1.68MShares$76.6 Million0.21% of portfolio