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

Forvis Wealth Advisors, LLC

$4 Billion
Q1 2025

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 28,936 shares of SCHX stock, worth $675,944. This represents 0.02% of its overall portfolio holdings.

Number of Shares

28,936

Previous 24,193 19.6%

Holding current value

$675,944

Previous $560,000 13.93%

% of portfolio

0.02%

Previous 0.01%

16 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 13, 2025	BUY	$21.75 - $24.28 $103,160 - $115,160	4,743 Added 19.6%	28,936 $638,000
Q4 2024 Feb 03, 2025	BUY	$22.4 - $68.28 $277,244 - $845,101	12,377 Added 104.75%	24,193 $560,000
Q3 2024 Nov 14, 2024	SELL	$61.11 - $67.85 $414,264 - $459,955	-6,779 Reduced 36.46%	11,816 $801,000
Q2 2024 Aug 09, 2024	SELL	$58.7 - $64.78 $16,729 - $18,462	-285 Reduced 1.51%	18,595 $1.19 Million
Q1 2024 Apr 19, 2024	BUY	$55.41 - $62.08 $32,858 - $36,813	593 Added 3.24%	18,880 $1.17 Million
Q4 2023 Jan 11, 2024	BUY	$48.47 - $56.6 $2,617 - $3,056	54 Added 0.3%	18,287 $1.03 Million
Q3 2023 Oct 25, 2023	BUY	$50.36 - $54.21 $440,498 - $474,174	8,747 Added 92.21%	18,233 $922,000
Q2 2023 Aug 08, 2023	BUY	$47.67 - $52.37 $148,158 - $162,765	3,108 Added 48.73%	9,486 $496,000
Q1 2023 Apr 26, 2023	BUY	$44.78 - $49.41 $313 - $345	7 Added 0.11%	6,378 $308,000
Q4 2022 Feb 02, 2023	BUY	$42.25 - $48.16 $295 - $337	7 Added 0.11%	6,371 $287,000
Q3 2022 Oct 13, 2022	SELL	$42.35 - $51.01 $1,397 - $1,683	-33 Reduced 0.52%	6,364 $270,000
Q2 2022 Jul 22, 2022	BUY	$43.35 - $54.51 $63,854 - $80,293	1,473 Added 29.91%	6,397 $286,000
Q1 2022 May 10, 2022	BUY	$49.51 - $57.27 $121,893 - $140,998	2,462 Added 100.0%	4,924 $265,000
Q4 2021 Jan 14, 2022	SELL	$51.9 - $57.29 $1,401 - $1,546	-27 Reduced 1.08%	2,462 $280,000
Q3 2021 Oct 14, 2021	BUY	$51.52 - $54.94 $51 - $54	1 Added 0.04%	2,489 $259,000
Q2 2021 Jul 14, 2021	BUY	$48.62 - $52.01 $120,966 - $129,400	2,488 New	2,488 $259,000

Others Institutions Holding SCHX

# of Institutions

1,497

Shares Held

1.15B

Call Options Held

53.9K

Put Options Held

5.49K

View Full List

About SCHWAB STRATEGIC TR US LARGE-C

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