Forvis Wealth Advisors, LLC Schwab Strategic Tr Intl Eqty Transaction History
Forvis Wealth Advisors, LLC
- $3.96 Billion
- Q2 2024
A detailed history of Forvis Wealth Advisors, LLC transactions in Schwab Strategic Tr Intl Eqty stock. As of the latest transaction made, Forvis Wealth Advisors, LLC holds 1,402,199 shares of SCHF stock, worth $56 Million. This represents 1.36% of its overall portfolio holdings.
Number of Shares
1,402,199
Previous 1,349,949
3.87%
Holding current value
$56 Million
Previous $52.7 Million
2.27%
% of portfolio
1.36%
Previous 1.35%
Shares
29 transactions
Others Institutions Holding SCHF
# of Institutions
1,192Shares Held
858MCall Options Held
38.3KPut Options Held
600-
Northwestern Mutual Wealth Management CO147MShares$5.86 Billion5.57% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA118MShares$4.71 Billion0.87% of portfolio
-
Empower Advisory Group, LLC Greenwood Village, CO80MShares$3.19 Billion11.44% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA78MShares$3.11 Billion6.68% of portfolio
-
Personal Capital Advisors Corp71.3MShares$2.85 Billion11.16% of portfolio