Heritage Financial Services, LLC Schwab Strategic Tr 1 5 Yr C Transaction History
Heritage Financial Services, LLC
- $733 Million
- Q4 2024
A detailed history of Heritage Financial Services, LLC transactions in Schwab Strategic Tr 1 5 Yr C stock. As of the latest transaction made, Heritage Financial Services, LLC holds 8,290 shares of SCHJ stock, worth $203,270. This represents 0.03% of its overall portfolio holdings.
Number of Shares
8,290Holding current value
$203,270% of portfolio
0.03%Shares
1 transactions
Others Institutions Holding SCHJ
# of Institutions
112Shares Held
4.61MCall Options Held
0Put Options Held
0-
Columbus Macro, LLC439KShares$10.8 Million1.54% of portfolio
-
White Wing Wealth Management The Wodlands, TX304KShares$7.46 Million5.59% of portfolio
-
Envestnet Asset Management Inc189KShares$4.64 Million0.0% of portfolio
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Kades & Cheifetz LLC Berwyn, PA186KShares$4.57 Million2.32% of portfolio
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Cetera Investment Advisers Schaumburg, IL168KShares$4.13 Million0.02% of portfolio