Heritage Wealth Partners, LLC Schwab Strategic Tr Us Dividen Transaction History

Heritage Wealth Partners, LLC

  • $85 Billion
  • Q3 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 4,318 shares of SCHD stock, worth $117,838. This represents 0.43% of its overall portfolio holdings.

Number of Shares
4,318
Previous 4,234 1.98%
Holding current value
$117,838
Previous $329 Million 10.84%
% of portfolio
0.43%
Previous 0.48%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 08, 2024
BUY
$77.02 - $85.06 $6,469 - $7,145
84 Added 1.98%
4,318 $365 Million
Q2 2024

Jul 05, 2024
BUY
$75.81 - $80.15 $320,979 - $339,355
4,234 New
4,234 $329 Million

Others Institutions Holding SCHD

# of Institutions
1,760
Shares Held
276M
Call Options Held
1.92M
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
Track This Portfolio

Track Heritage Wealth Partners, LLC Portfolio

Follow Heritage Wealth Partners, 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 Heritage Wealth Partners, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Heritage Wealth Partners, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email