Forvis Wealth Advisors, LLC Schwab Strategic Tr Us Emergin Transaction History

Forvis Wealth Advisors, LLC

  • $4 Billion
  • Q1 2025

A detailed history of Forvis Wealth Advisors, LLC transactions in Schwab Strategic Tr Us Emergin stock. As of the latest transaction made, Forvis Wealth Advisors, LLC holds 9,152 shares of SCHE stock, worth $261,930. This represents 0.01% of its overall portfolio holdings.

Number of Shares
9,152
Previous 8,444 8.38%
Holding current value
$261,930
Previous $224,000 12.5%
% of portfolio
0.01%
Previous 0.01%

Shares

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

May 13, 2025
BUY
$25.81 - $28.52 $18,273 - $20,192
708 Added 8.38%
9,152 $252,000
Q4 2024

Feb 03, 2025
SELL
$26.63 - $30.23 $7,003 - $7,950
-263 Reduced 3.02%
8,444 $224,000
Q3 2024

Nov 14, 2024
SELL
$25.45 - $29.53 $6,871 - $7,973
-270 Reduced 3.01%
8,707 $254,000
Q4 2023

Jan 11, 2024
SELL
$23.04 - $24.89 $365,990 - $395,377
-15,885 Reduced 63.89%
8,977 $222,000
Q3 2023

Oct 25, 2023
BUY
$23.83 - $26.11 $14,560 - $15,953
611 Added 2.52%
24,862 $595,000
Q2 2023

Aug 08, 2023
BUY
$23.66 - $25.54 $57,588 - $62,164
2,434 Added 11.16%
24,251 $597,000
Q4 2022

Feb 02, 2023
BUY
$21.59 - $24.95 $471,029 - $544,334
21,817 New
21,817 $516,000

Others Institutions Holding SCHE

# of Institutions
847
Shares Held
150M
Call Options Held
30.5K
Put Options Held
300
View Full List

About SCHWAB STRATEGIC TR US EMERGIN

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