Forvis Wealth Advisors, LLC Schwab Strategic Tr 1000 Index Transaction History
Forvis Wealth Advisors, LLC
- $4.41 Billion
- Q2 2025
A detailed history of Forvis Wealth Advisors, LLC transactions in Schwab Strategic Tr 1000 Index stock. As of the latest transaction made, Forvis Wealth Advisors, LLC holds 7,937 shares of SCHK stock, worth $253,031. This represents 0.01% of its overall portfolio holdings.
Number of Shares
7,937Holding current value
$253,031% of portfolio
0.01%Shares
1 transactions
Others Institutions Holding SCHK
# of Institutions
235Shares Held
72.7MCall Options Held
91.7KPut Options Held
20.8K-
Financial Engines Advisors L.L.C. Santa Clara, CA46.6MShares$1.49 Billion2.78% of portfolio
-
Legacy Wealth Management, Inc6.36MShares$203 Million12.04% of portfolio
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Warwick Investment Management, Inc.4.09MShares$130 Million23.81% of portfolio
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Creative Planning Overland Park, KS3.09MShares$98.6 Million0.08% of portfolio
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Armstrong Advisory Group, Inc Needham, MA2.43MShares$77.5 Million5.96% of portfolio