Forvis Wealth Advisors, LLC Schwab Strategic Tr 1000 Index Transaction History

Forvis Wealth Advisors, LLC

  • $4.75 Billion
  • Q3 2025

A detailed history of Forvis Wealth Advisors, LLC transactions in Schwab Strategic Tr 1000 Index stock. As of the latest transaction made, Forvis Wealth Advisors, LLC holds 7,957 shares of SCHK stock, worth $257,011. This represents 0.01% of its overall portfolio holdings.

Number of Shares
7,957
Previous 7,937 0.25%
Holding current value
$257,011
Previous $236,000 8.05%
% of portfolio
0.01%
Previous 0.01%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 29, 2025
BUY
$29.8 - $32.29 $596 - $645
20 Added 0.25%
7,957 $255,000
Q2 2025

Jul 29, 2025
BUY
$23.87 - $29.82 $189,456 - $236,681
7,937 New
7,937 $236,000

Others Institutions Holding SCHK

# of Institutions
241
Shares Held
71.6M
Call Options Held
0
Put Options Held
0
View Full List

About SCHWAB STRATEGIC TR 1000 INDEX

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