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

Heritage Wealth Management, Inc. /Ca/

$139 Billion
Q4 2024

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 204,350 shares of SCHR stock, worth $5.04 Million. This represents 3.57% of its overall portfolio holdings.

Number of Shares

204,350

Previous 97,243 110.14%

Holding current value

$5.04 Million

Previous $4.92 Billion 0.88%

% of portfolio

3.57%

Previous 3.49%

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

446

Shares Held

356M

Call Options Held

2.7K

Put Options Held

View Full List

About SCHWAB INTERMEDIATE-TERM US TR

Ticker SCHR
Sector ETFs
Industry ETFs

More about SCHR

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Heritage Wealth Management, Inc. /Ca/, based on Form 13F filings with the SEC.

News

Stay updated on Heritage Wealth Management, Inc. /Ca/ with notifications on news.

Account

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