Heritage Wealth Architects, Inc. Schwab Strategic Tr Us Small C Transaction History
Heritage Wealth Architects, Inc.
- $136 Billion
- Q2 2025
A detailed history of Heritage Wealth Architects, Inc. transactions in Schwab Strategic Tr Us Small C stock. As of the latest transaction made, Heritage Wealth Architects, Inc. holds 15,612 shares of SCHA stock, worth $411,376. This represents 0.29% of its overall portfolio holdings.
Number of Shares
15,612Holding current value
$411,376% of portfolio
0.29%Shares
1 transactions
Others Institutions Holding SCHA
# of Institutions
1,272Shares Held
251MCall Options Held
58.5KPut Options Held
4.8K-
Empower Advisory Group, LLC Greenwood Village, CO26.4MShares$695 Million2.03% of portfolio
-
Bank Of America Corp Charlotte, NC18.1MShares$476 Million0.03% of portfolio
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Sei Investments CO Oaks, PA14.3MShares$378 Million0.45% of portfolio
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Personal Capital Advisors Corp10.5MShares$277 Million2.07% of portfolio
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Financial Engines Advisors L.L.C. Santa Clara, CA5.1MShares$134 Million0.26% of portfolio