Heritage Financial Services, LLC Schwab Strategic Tr Us Dividen Transaction History

Heritage Financial Services, LLC

  • $733 Million
  • Q4 2024

A detailed history of Heritage Financial Services, LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Heritage Financial Services, LLC holds 7,938 shares of SCHD stock, worth $218,771. This represents 0.03% of its overall portfolio holdings.

Number of Shares
7,938
Holding current value
$218,771
% of portfolio
0.03%

Shares

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

Jan 23, 2025
BUY
$26.93 - $84.95 $213,770 - $674,333
7,938 New
7,938 $216,000
Q2 2022

Jul 19, 2022
BUY
$70.31 - $80.24 $2,531 - $2,888
36 New
36 $2,000

Others Institutions Holding SCHD

# of Institutions
1,861
Shares Held
518M
Call Options Held
1.92M
Put Options Held
1.16M
View Full List

About SCHWAB STRATEGIC TR US DIVIDEN

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