Forvis Wealth Advisors, LLC Schwab Strategic Tr Us Large C 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 Large C stock. As of the latest transaction made, Forvis Wealth Advisors, LLC holds 11,295 shares of SCHV stock, worth $906,084. This represents 0.02% of its overall portfolio holdings.

Number of Shares
11,295
Previous 11,295 -0.0%
Holding current value
$906,084
Previous $858,000 2.56%
% of portfolio
0.02%
Previous 0.02%

Shares

8 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2023

Jan 11, 2024
SELL
$61.16 - $70.24 $15,290 - $17,560
-250 Reduced 2.17%
11,295 $791,000
Q3 2023

Oct 25, 2023
BUY
$64.45 - $69.39 $445,156 - $479,276
6,907 Added 148.92%
11,545 $744,000
Q2 2023

Aug 08, 2023
BUY
$63.33 - $67.21 $293,724 - $311,719
4,638 New
4,638 $311,000
Q4 2022

Feb 02, 2023
BUY
$59.13 - $69.24 $240,659 - $281,806
4,070 New
4,070 $268,000
Q2 2018

Jul 13, 2018
SELL
N/A
-9,545 Closed
0 $0
Q1 2018

May 25, 2018
SELL
N/A
-64 Reduced 0.67%
9,545 $504,000
Q1 2018

Apr 20, 2018
BUY
N/A
64 Added 0.67%
9,609 $518,000
Q4 2017

Jan 18, 2018
BUY
N/A
9,545
9,545 $522,000

Others Institutions Holding SCHV

# of Institutions
804
Shares Held
105M
Call Options Held
3.2K
Put Options Held
0
View Full List

About SCHWAB STRATEGIC TR US LARGE-C

SCHV Quotes by TradingView
  • Ticker SCHV
  • Sector ETFs
  • Industry ETFs
More about SCHV
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