Forvis Wealth Advisors, LLC Schwab Strategic Tr Us Dividen 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 Dividen stock. As of the latest transaction made, Forvis Wealth Advisors, LLC holds 3,343 shares of SCHD stock, worth $91,230. This represents 0.01% of its overall portfolio holdings.

Number of Shares
3,343
Previous 2,965 12.75%
Holding current value
$91,230
Previous $230,000 22.61%
% of portfolio
0.01%
Previous 0.01%

Shares

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

Nov 14, 2024
BUY
$77.02 - $85.06 $29,113 - $32,152
378 Added 12.75%
3,343 $282,000
Q2 2024

Aug 09, 2024
SELL
$75.81 - $80.15 $26,230 - $27,731
-346 Reduced 10.45%
2,965 $230,000
Q1 2024

Apr 19, 2024
BUY
$75.25 - $80.63 $1,881 - $2,015
25 Added 0.76%
3,311 $266,000
Q4 2023

Jan 11, 2024
SELL
$66.9 - $76.32 $15,587 - $17,782
-233 Reduced 6.62%
3,286 $250,000
Q3 2023

Oct 25, 2023
BUY
$70.63 - $75.66 $248,546 - $266,247
3,519 New
3,519 $249,000
Q2 2018

Jul 13, 2018
SELL
N/A
-10,250 Closed
0 $0
Q4 2017

Jan 18, 2018
BUY
N/A
10,250
10,250 $524,000

Others Institutions Holding SCHD

# of Institutions
1,760
Shares Held
276M
Call Options Held
1.92M
Put Options Held
1.16M
View Full List

About SCHWAB STRATEGIC TR US DIVIDEN

SCHD Quotes by TradingView
  • Ticker SCHD
  • Sector ETFs
  • Industry ETFs
More about SCHD
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