Heritage Wealth Management, Inc. /Ca/ Schwab Strategic Tr Us Large C Transaction History

Heritage Wealth Management, Inc. /Ca/

  • $136 Billion
  • Q2 2024

A detailed history of Heritage Wealth Management, Inc. /Ca/ transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Heritage Wealth Management, Inc. /Ca/ holds 91,390 shares of SCHG stock, worth $9.4 Million. This represents 6.76% of its overall portfolio holdings.

Number of Shares
91,390
Previous 88,914 2.78%
Holding current value
$9.4 Million
Previous $8.24 Billion 11.79%
% of portfolio
6.76%
Previous 6.23%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 25, 2024
BUY
$87.04 - $101.61 $215,511 - $251,586
2,476 Added 2.78%
91,390 $9.22 Billion
Q1 2024

May 06, 2024
SELL
$80.6 - $93.32 $353,189 - $408,928
-4,382 Reduced 4.7%
88,914 $8.24 Billion
Q4 2023

Feb 14, 2024
BUY
$70.08 - $83.37 $6.54 Million - $7.78 Million
93,296 New
93,296 $7.74 Billion

Others Institutions Holding SCHG

# of Institutions
1,256
Shares Held
169M
Call Options Held
87.2K
Put Options Held
25.8K
View Full List

About SCHWAB STRATEGIC TR US LARGE-C

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