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 9,768 shares of SCHV stock, worth $266,080. This represents 0.12% of its overall portfolio holdings.

Number of Shares
9,768
Previous 3,256 200.0%
Holding current value
$266,080
Previous $262 Million 2.69%
% of portfolio
0.12%
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
882
Shares Held
321M
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
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