Heritage Investment Group, Inc. Schwab Strategic Tr Us Large C Transaction History

Heritage Investment Group, Inc.

  • $522 Million
  • Q3 2024

A detailed history of Heritage Investment Group, Inc. transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Heritage Investment Group, Inc. holds 12,113 shares of SCHX stock, worth $283,444. This represents 0.16% of its overall portfolio holdings.

Number of Shares
12,113
Previous 12,268 1.26%
Holding current value
$283,444
Previous $788,000 4.19%
% of portfolio
0.16%
Previous 0.11%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 06, 2024
SELL
$61.11 - $67.85 $9,472 - $10,516
-155 Reduced 1.26%
12,113 $821,000
Q4 2023

Feb 01, 2024
SELL
$48.47 - $56.6 $22,441 - $26,205
-463 Reduced 3.64%
12,268 $691,000
Q4 2022

Feb 06, 2023
SELL
$42.25 - $48.16 $17,956 - $20,468
-425 Reduced 3.23%
12,731 $574,000
Q1 2022

May 03, 2022
BUY
$49.51 - $57.27 $335,331 - $387,889
6,773 Added 106.11%
13,156 $708,000
Q4 2021

Feb 09, 2022
BUY
$51.9 - $57.29 $331,277 - $365,682
6,383 New
6,383 $727,000

Others Institutions Holding SCHX

# of Institutions
1,353
Shares Held
349M
Call Options Held
34.3K
Put Options Held
1.2K
View Full List

About SCHWAB STRATEGIC TR US LARGE-C

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