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

Forvis Wealth Advisors, LLC

  • $4.26 Billion
  • Q3 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 11,816 shares of SCHX stock, worth $281,220. This represents 0.02% of its overall portfolio holdings.

Number of Shares
11,816
Previous 18,595 36.46%
Holding current value
$281,220
Previous $1.19 Million 32.91%
% of portfolio
0.02%
Previous 0.03%

Shares

14 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
1,353
Shares Held
349M
Call Options Held
34.3K
Put Options Held
1.2K
View Full List

About SCHWAB STRATEGIC TR US LARGE-C

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