Heritage Wealth Management, Inc. Schwab Strategic Tr Us Dividen Transaction History

Heritage Wealth Management, Inc.

  • $301 Billion
  • Q4 2024

A detailed history of Heritage Wealth Management, Inc. transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Heritage Wealth Management, Inc. holds 13,996 shares of SCHD stock, worth $385,729. This represents 0.13% of its overall portfolio holdings.

Number of Shares
13,996
Previous 2,507 458.28%
Holding current value
$385,729
Previous $212 Million 80.43%
% of portfolio
0.13%
Previous 0.07%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 05, 2025
BUY
$26.93 - $84.95 $309,398 - $975,990
11,489 Added 458.28%
13,996 $382 Million
Q3 2024

Oct 31, 2024
SELL
$77.02 - $85.06 $41,590 - $45,932
-540 Reduced 17.72%
2,507 $212 Million
Q2 2024

Sep 09, 2024
BUY
$75.81 - $80.15 $230,993 - $244,217
3,047 New
3,047 $235 Million

Others Institutions Holding SCHD

# of Institutions
1,880
Shares Held
605M
Call Options Held
3.32M
Put Options Held
1.16M
View Full List

About SCHWAB STRATEGIC TR US DIVIDEN

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