Forvis Mazars Wealth Advisors, LLC SCHB Holdings History
Forvis Mazars Wealth Advisors, LLC's Schwab U.S. Broad Market ETF Holding Summary
As of 2025-03-31, Forvis Mazars Wealth Advisors, LLC held 5.61 Mil shares of Schwab U.S. Broad Market ETF(SCHB), totaling $120.83 Mil. This investment constitutes 2.9% of their stock portfolio, and Forvis Mazars Wealth Advisors, LLC now holds 0.39% of the outstanding Schwab U.S. Broad Market ETF(SCHB) stock.
The initial trade took place in 2014Q3. And since then Forvis Mazars Wealth Advisors, LLC has made 32 purchases of SCHB, at an average price of $27.26, for a total of 6.33 Mil shares. In addition, there have been 11 sales at an average price of $35.66 for 720,752.00 shares. Based on historical transaction data and SCHB's current price of $24.14, Forvis Mazars Wealth Advisors, LLC's estimated gain on his SCHB holdings is $-11.44 Mil, reflecting a -6.63% gain to date.
Forvis Mazars Wealth Advisors, LLC SCHB ($24.14) Holding Chart
Forvis Mazars Wealth Advisors, LLC SCHB ($24.14) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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