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

Forza Wealth Management, LLC

  • $219 Billion
  • Q4 2024

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 $225,193. This represents 0.1% of its overall portfolio holdings.

Number of Shares
7,896
Previous 1,974 300.0%
Holding current value
$225,193
Previous $206 Million 7.01%
% of portfolio
0.1%
Previous 0.09%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
1,380
Shares Held
1.91B
Call Options Held
167K
Put Options Held
96.6K
View Full List

About SCHWAB STRATEGIC TR US LARGE-C

SCHG Quotes by TradingView
  • Ticker SCHG
  • Sector ETFs
  • Industry ETFs
More about SCHG
Track This Portfolio

Track Forza Wealth Management, LLC Portfolio

Follow Forza Wealth Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Forza Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Forza Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email