Heartwood Wealth Advisors LLC Schwab Strategic Tr Intl Small Transaction History
Heartwood Wealth Advisors LLC
- $1.02 Billion
- Q3 2025
A detailed history of Heartwood Wealth Advisors LLC transactions in Schwab Strategic Tr Intl Small stock. As of the latest transaction made, Heartwood Wealth Advisors LLC holds 19 shares of SCHC stock, worth $849. This represents 0.0% of its overall portfolio holdings.
Number of Shares
19Holding current value
$849% of portfolio
0.0%Shares
1 transactions
Others Institutions Holding SCHC
# of Institutions
506Shares Held
77MCall Options Held
0Put Options Held
0-
Ci Private Wealth, LLC Miami, FL32.8MShares$1.47 Billion2.05% of portfolio
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Tiaa Trust, National Association Charlotte, NC3.42MShares$153 Million0.38% of portfolio
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Savant Capital, LLC2.4MShares$107 Million0.61% of portfolio
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Sage View Advisory Group, LLC Newport Beach, CA1.93MShares$86.1 Million3.13% of portfolio
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Tiaa, Fsb St. Louis, MO1.68MShares$75 Million0.21% of portfolio