Heritage Oak Wealth Advisors LLC Schwab Strategic Tr Us Broad M Transaction History

Heritage Oak Wealth Advisors LLC

  • $259 Billion
  • Q2 2025

A detailed history of Heritage Oak Wealth Advisors LLC transactions in Schwab Strategic Tr Us Broad M stock. As of the latest transaction made, Heritage Oak Wealth Advisors LLC holds 21,642 shares of SCHB stock, worth $549,923. This represents 0.2% of its overall portfolio holdings.

Number of Shares
21,642
Previous 22,186 2.45%
Holding current value
$549,923
Previous $478 Million 7.97%
% of portfolio
0.2%
Previous 0.21%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 15, 2025
SELL
$19.1 - $23.83 $10,390 - $12,963
-544 Reduced 2.45%
21,642 $516 Million
Q1 2025

Apr 28, 2025
SELL
$21.23 - $23.75 $11,336 - $12,682
-534 Reduced 2.35%
22,186 $478 Million
Q4 2024

Feb 05, 2025
BUY
$22.01 - $66.82 $500,067 - $1.52 Million
22,720 New
22,720 $516 Million
Q2 2024

Aug 28, 2024
BUY
$57.57 - $63.3 $469,253 - $515,958
8,151 New
8,151 $512 Million

Others Institutions Holding SCHB

# of Institutions
1,347
Shares Held
569M
Call Options Held
500K
Put Options Held
12.1K
View Full List

About SCHWAB STRATEGIC TR US BROAD M

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