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 18,595 shares of SCHX stock, worth $1.24 Million. This represents 0.03% of its overall portfolio holdings.
Number of Shares
18,595
Previous 18,880
1.51%
Holding current value
$1.24 Million
Previous $1.17 Million
1.96%
% of portfolio
0.03%
Previous 0.03%
Shares
13 transactions
Others Institutions Holding SCHX
# of Institutions
1,313Shares Held
447MCall Options Held
24.7KPut Options Held
3.6K-
Charles Schwab Investment Management Inc San Francisco, CA149MShares$9.96 Billion1.85% of portfolio
-
Creative Planning Overland Park, KS28.2MShares$1.88 Billion1.94% of portfolio
-
Us Bancorp \De\14.3MShares$957 Million1.26% of portfolio
-
Sei Investments CO Oaks, PA12.5MShares$837 Million1.17% of portfolio
-
Hbk Sorce Advisory LLC Erie, PA10.6MShares$708 Million25.33% of portfolio