Heritage Wealth Partners, LLC Schwab Strategic Tr Us Broad M Transaction History
Heritage Wealth Partners, LLC
- $69 Billion
- Q2 2024
A detailed history of Heritage Wealth Partners, LLC transactions in Schwab Strategic Tr Us Broad M stock. As of the latest transaction made, Heritage Wealth Partners, LLC holds 5,909 shares of SCHB stock, worth $379,948. This represents 0.54% of its overall portfolio holdings.
Number of Shares
5,909Holding current value
$379,948% of portfolio
0.54%Shares
1 transactions
Others Institutions Holding SCHB
# of Institutions
1,125Shares Held
161MCall Options Held
230KPut Options Held
29.7K-
Wealthfront Advisers LLC21.9MShares$1.41 Billion4.68% of portfolio
-
Betterment LLC New York, NY6.32MShares$406 Million1.04% of portfolio
-
Scs Capital Management LLC Boston, MA4.02MShares$258 Million5.24% of portfolio
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Rebalance, LLC Palo Alto, CA3.66MShares$235 Million18.5% of portfolio
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Evensky & Katz LLC3.4MShares$218 Million14.63% of portfolio