Forvis Wealth Advisors, LLC Schwab Strategic Tr Intl Small Transaction History

Forvis Wealth Advisors, LLC

$4 Billion
Q1 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 44,385 shares of SCHC stock, worth $1.78 Million. This represents 0.04% of its overall portfolio holdings.

Number of Shares

44,385

Previous 47,470 6.5%

Holding current value

$1.78 Million

Previous $1.63 Million 2.27%

% of portfolio

0.04%

Previous 0.04%

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 13, 2025	SELL	$33.57 - $37.22 $103,563 - $114,823	-3,085 Reduced 6.5%	44,385 $1.59 Million
Q4 2024 Feb 03, 2025	SELL	$33.93 - $38.37 $455,544 - $515,155	-13,426 Reduced 22.05%	47,470 $1.63 Million
Q3 2024 Nov 14, 2024	SELL	$34.48 - $38.87 $150,332 - $169,473	-4,360 Reduced 6.68%	60,896 $2.35 Million
Q2 2024 Aug 09, 2024	SELL	$34.12 - $36.71 $104,100 - $112,002	-3,051 Reduced 4.47%	65,256 $2.32 Million
Q1 2024 Apr 19, 2024	SELL	$33.2 - $35.86 $3,884 - $4,195	-117 Reduced 0.17%	68,307 $2.45 Million
Q4 2023 Jan 11, 2024	SELL	$30.0 - $35.05 $1.23 Million - $1.44 Million	-41,067 Reduced 37.51%	68,424 $2.39 Million
Q3 2023 Oct 25, 2023	SELL	$32.0 - $35.51 $559,840 - $621,247	-17,495 Reduced 13.78%	109,491 $3.53 Million
Q2 2023 Aug 08, 2023	SELL	$32.67 - $34.58 $114,508 - $121,202	-3,505 Reduced 2.69%	126,986 $4.29 Million
Q1 2023 Apr 26, 2023	SELL	$31.54 - $34.93 $56,740 - $62,839	-1,799 Reduced 1.36%	130,491 $4.4 Million
Q4 2022 Feb 02, 2023	BUY	$27.31 - $32.98 $1.58 Million - $1.91 Million	57,854 Added 77.72%	132,290 $4.16 Million
Q3 2022 Oct 13, 2022	BUY	$27.46 - $34.27 $824,376 - $1.03 Million	30,021 Added 67.59%	74,436 $2.07 Million
Q2 2022 Jul 22, 2022	BUY	$31.0 - $38.49 $59,334 - $73,669	1,914 Added 4.5%	44,415 $1.39 Million
Q1 2022 May 10, 2022	BUY	$34.89 - $41.24 $1.48 Million - $1.75 Million	42,501 New	42,501 $1.61 Million

Others Institutions Holding SCHC

# of Institutions

458

Shares Held

44.1M

Call Options Held

Put Options Held

View Full List

About SCHWAB STRATEGIC TR INTL SMALL

Ticker SCHC
Sector ETFs
Industry ETFs

More about SCHC

Track This Portfolio

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.

Account

Forvis Wealth Advisors, LLC Schwab Strategic Tr Intl Small Transaction History