Heritage Wealth Partners, LLC Schwab Strategic Tr Us Dividen Transaction History
Heritage Wealth Partners, LLC
- $69 Billion
- Q2 2024
A detailed history of Heritage Wealth Partners, LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Heritage Wealth Partners, LLC holds 4,234 shares of SCHD stock, worth $340,752. This represents 0.48% of its overall portfolio holdings.
Number of Shares
4,234Holding current value
$340,752% of portfolio
0.48%Shares
1 transactions
Others Institutions Holding SCHD
# of Institutions
1,643Shares Held
274MCall Options Held
1.95MPut Options Held
715K-
Lpl Financial LLC Fort Mill, SC10.8MShares$873 Million0.48% of portfolio
-
Charles Schwab Investment Advisory, Inc. San Francisco, CA9.72MShares$782 Million1.08% of portfolio
-
Morgan Stanley New York, NY9.15MShares$736 Million0.06% of portfolio
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Sumitomo Life Insurance CO8.94MShares$719 Million15.07% of portfolio
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Avantax Advisory Services, Inc.7.78MShares$626 Million5.64% of portfolio