Heritage Financial Services, LLC Schwab Strategic Tr Us Broad M Transaction History

Heritage Financial Services, LLC

  • $733 Million
  • Q4 2024

A detailed history of Heritage Financial Services, LLC transactions in Schwab Strategic Tr Us Broad M stock. As of the latest transaction made, Heritage Financial Services, LLC holds 21,213 shares of SCHB stock, worth $495,535. This represents 0.07% of its overall portfolio holdings.

Number of Shares
21,213
Previous 7,071 200.0%
Holding current value
$495,535
Previous $470,000 2.34%
% of portfolio
0.07%
Previous 0.06%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 23, 2025
BUY
$22.01 - $66.82 $311,265 - $944,968
14,142 Added 200.0%
21,213 $481,000
Q3 2024

Oct 23, 2024
SELL
$59.93 - $66.52 $26,489 - $29,401
-442 Reduced 5.88%
7,071 $470,000
Q2 2024

Jul 23, 2024
BUY
$57.57 - $63.3 $25,445 - $27,978
442 Added 6.25%
7,513 $472,000
Q1 2024

May 14, 2024
SELL
$54.61 - $61.05 $43,742 - $48,901
-801 Reduced 10.18%
7,071 $431,000
Q4 2023

Feb 02, 2024
BUY
$47.61 - $55.91 $374,785 - $440,123
7,872 New
7,872 $438,000

Others Institutions Holding SCHB

# of Institutions
1,200
Shares Held
288M
Call Options Held
191K
Put Options Held
20.7K
View Full List

About SCHWAB STRATEGIC TR US BROAD M

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