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 9,768 shares of SCHV stock, worth $281,611. This represents 0.11% of its overall portfolio holdings.

Number of Shares
9,768
Previous 9,768 -0.0%
Holding current value
$281,611
Previous $260 Million 4.1%
% of portfolio
0.11%
Previous 0.12%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 13, 2025
BUY
$25.79 - $80.4 $167,944 - $523,564
6,512 Added 200.0%
9,768 $255 Million
Q4 2022

Feb 06, 2023
BUY
$59.13 - $69.24 $192,527 - $225,445
3,256 New
3,256 $215 Million

Others Institutions Holding SCHV

# of Institutions
962
Shares Held
342M
Call Options Held
0
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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