Forvis Wealth Advisors, LLC Schwab Strategic U.S. Mid Cap Transaction History

Forvis Wealth Advisors, LLC

$3.96 Billion
Q2 2024

A detailed history of Forvis Wealth Advisors, LLC transactions in Schwab Strategic U.S. Mid Cap stock. As of the latest transaction made, Forvis Wealth Advisors, LLC holds 2,889 shares of SCHM stock, worth $83,867. This represents 0.01% of its overall portfolio holdings.

Number of Shares

2,889

Previous 2,889 -0.0%

Holding current value

$83,867

Previous $235,000 4.68%

% of portfolio

0.01%

Previous 0.01%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 Apr 19, 2024	BUY	$72.89 - $81.43 $5,976 - $6,677	82 Added 2.92%	2,889 $235,000
Q4 2023 Jan 11, 2024	BUY	$63.01 - $75.95 $176,869 - $213,191	2,807 New	2,807 $211,000
Q2 2022 Jul 22, 2022	BUY	$60.91 - $76.4 $1,096 - $1,375	18 Added 0.48%	3,752 $235,000
Q1 2022 May 10, 2022	SELL	$70.66 - $80.89 $16,958 - $19,413	-240 Reduced 6.04%	3,734 $283,000
Q4 2021 Jan 14, 2022	BUY	$76.01 - $83.39 $15,202 - $16,678	200 Added 5.3%	3,974 $320,000
Q3 2021 Oct 14, 2021	BUY	$74.65 - $80.95 $4,852 - $5,261	65 Added 1.75%	3,774 $289,000
Q2 2021 Jul 14, 2021	BUY	$74.64 - $79.12 $276,839 - $293,456	3,709 New	3,709 $290,000

Others Institutions Holding SCHM

# of Institutions

929

Shares Held

95.8M

Call Options Held

6.2K

Put Options Held

View Full List

About SCHWAB STRATEGIC U.S. MID-CAP

Ticker SCHM
Sector ETFs
Industry ETFs

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Forvis Wealth Advisors, LLC Schwab Strategic U.S. Mid Cap Transaction History