Forvis Wealth Advisors, LLC Schwab Strategic Tr Us Emergin Transaction History
Forvis Wealth Advisors, LLC
- $4.21 Billion
- Q4 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 8,444 shares of SCHE stock, worth $236,854. This represents 0.01% of its overall portfolio holdings.
Number of Shares
8,444
Previous 8,707
3.02%
Holding current value
$236,854
Previous $254,000
11.81%
% of portfolio
0.01%
Previous 0.01%
Shares
6 transactions
Others Institutions Holding SCHE
# of Institutions
830Shares Held
143MCall Options Held
24.2KPut Options Held
300-
Creative Planning Overland Park, KS20.4MShares$573 Million0.53% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA18.7MShares$524 Million1.05% of portfolio
-
High Tower Advisors, LLC Chicago, IL8.37MShares$235 Million0.31% of portfolio
-
Sage View Advisory Group, LLC Newport Beach, CA3.48MShares$97.6 Million3.99% of portfolio
-
Wealth Enhancement Advisory Services, LLC2.34MShares$65.7 Million0.13% of portfolio