Forvis Wealth Advisors, LLC Schwab Strategic Tr Us Emergin Transaction History
Forvis Wealth Advisors, LLC
- $3.96 Billion
- Q2 2024
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 8,977 shares of SCHE stock, worth $242,558. This represents 0.01% of its overall portfolio holdings.
Number of Shares
8,977
Previous 8,977
-0.0%
Holding current value
$242,558
Previous $226,000
5.31%
% of portfolio
0.01%
Previous 0.01%
Shares
4 transactions
Others Institutions Holding SCHE
# of Institutions
770Shares Held
237MCall Options Held
13.7KPut Options Held
0-
Charles Schwab Investment Management Inc San Francisco, CA99.2MShares$2.68 Billion0.51% of portfolio
-
Creative Planning Overland Park, KS22.1MShares$598 Million0.63% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA19.6MShares$529 Million1.16% of portfolio
-
High Tower Advisors, LLC Chicago, IL7.26MShares$196 Million0.3% of portfolio
-
Sage View Advisory Group, LLC Newport Beach, CA3.21MShares$86.7 Million3.96% of portfolio