Heritage Wealth Management, Inc. /Ca/ Schwab Intermediate Term Us Tr Transaction History

Heritage Wealth Management, Inc. /Ca/

$133 Billion
Q1 2025

A detailed history of Heritage Wealth Management, Inc. /Ca/ transactions in Schwab Intermediate Term Us Tr stock. As of the latest transaction made, Heritage Wealth Management, Inc. /Ca/ holds 197,478 shares of SCHR stock, worth $4.9 Million. This represents 3.69% of its overall portfolio holdings.

Number of Shares

197,478

Previous 204,350 3.36%

Holding current value

$4.9 Million

Previous $4.96 Billion 1.1%

% of portfolio

3.69%

Previous 3.57%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 30, 2025	SELL	$24.05 - $24.86 $165,271 - $170,837	-6,872 Reduced 3.36%	197,478 $4.91 Billion
Q4 2024 Feb 11, 2025	BUY	$24.19 - $50.58 $2.59 Million - $5.42 Million	107,107 Added 110.14%	204,350 $4.96 Billion
Q3 2024 Oct 18, 2024	SELL	$48.4 - $50.91 $11,470 - $12,065	-237 Reduced 0.24%	97,243 $4.92 Billion
Q2 2024 Jul 25, 2024	BUY	$47.85 - $49.0 $413,806 - $423,752	8,648 Added 9.74%	97,480 $4.75 Billion
Q1 2024 May 06, 2024	BUY	$48.64 - $49.88 $311,782 - $319,730	6,410 Added 7.78%	88,832 $4.36 Billion
Q4 2023 Feb 14, 2024	BUY	$47.09 - $49.87 $3.88 Million - $4.11 Million	82,422 New	82,422 $4.1 Billion

Others Institutions Holding SCHR

# of Institutions

477

Shares Held

360M

Call Options Held

900

Put Options Held

3.05K

View Full List

About SCHWAB INTERMEDIATE-TERM US TR

Ticker SCHR
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Heritage Wealth Management, Inc. /Ca/ Schwab Intermediate Term Us Tr Transaction History