Forza Wealth Management, LLC Schwab Strategic Tr Us Large C Transaction History

Forza Wealth Management, LLC

  • $244 Billion
  • Q2 2025

A detailed history of Forza Wealth Management, LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Forza Wealth Management, LLC holds 7,896 shares of SCHG stock, worth $239,959. This represents 0.09% of its overall portfolio holdings.

Number of Shares
7,896
Holding current value
$239,959
% of portfolio
0.09%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 18, 2025
BUY
$22.27 - $29.21 $175,843 - $230,642
7,896 New
7,896 $231 Million
Q4 2024

Jan 13, 2025
BUY
$25.93 - $105.3 $153,557 - $623,586
5,922 Added 300.0%
7,896 $220 Million
Q3 2024

Oct 28, 2024
BUY
$92.63 - $105.69 $182,851 - $208,632
1,974 New
1,974 $206 Million

Others Institutions Holding SCHG

# of Institutions
1,589
Shares Held
798M
Call Options Held
298K
Put Options Held
193K
View Full List

About SCHWAB STRATEGIC TR US LARGE-C

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