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 $5.05 Million. This represents 3.57% of its overall portfolio holdings.

Number of Shares
204,350
Previous 97,243 110.14%
Holding current value
$5.05 Million
Previous $4.92 Billion 0.88%
% of portfolio
3.57%
Previous 3.49%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
0
View Full List

About SCHWAB INTERMEDIATE-TERM US TR

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