Forvis Wealth Advisors, LLC Schwab Strategic Tr Us Large C Transaction History

Forvis Wealth Advisors, LLC

$4.26 Billion
Q3 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 5,310 shares of SCHV stock, worth $142,785. This represents 0.01% of its overall portfolio holdings.

Number of Shares

5,310

Previous 11,295 52.99%

Holding current value

$142,785

Previous $836,000 49.04%

% of portfolio

0.01%

Previous 0.02%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 14, 2024	SELL	$73.43 - $80.37 $439,478 - $481,014	-5,985 Reduced 52.99%	5,310 $426,000
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

835

Shares Held

112M

Call Options Held

Put Options Held

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About SCHWAB STRATEGIC TR US LARGE-C

Ticker SCHV
Sector ETFs
Industry ETFs

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Forvis Wealth Advisors, LLC Schwab Strategic Tr Us Large C Transaction History