Heritage Wealth Advisors Schwab Strategic Tr Us Small C Transaction History

Heritage Wealth Advisors

$2.72 Billion
Q1 2024

A detailed history of Heritage Wealth Advisors transactions in Schwab Strategic Tr Us Small C stock. As of the latest transaction made, Heritage Wealth Advisors holds 12,900 shares of SCHA stock, worth $609,267. This represents 0.02% of its overall portfolio holdings.

Number of Shares

12,900

Previous 103 12424.27%

Holding current value

$609,267

Previous $4,000 15775.0%

% of portfolio

0.02%

Previous 0.0%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 May 08, 2024	BUY	$44.84 - $49.24 $573,817 - $630,124	12,797 Added 12424.27%	12,900 $635,000
Q4 2023 Feb 09, 2024	BUY	$38.13 - $48.02 $3,927 - $4,946	103 New	103 $4,000
Q1 2023 May 04, 2023	BUY	$39.82 - $46.36 $1,075 - $1,251	27 New	27 $1,000
Q1 2020 May 05, 2020	SELL	N/A	-1,154 Closed	0 $0
Q4 2019 Feb 04, 2020	SELL	N/A	-165 Reduced 12.51%	1,154 $0

Q3 2019 Oct 30, 2019	SELL	N/A	-2,792 Reduced 67.92%	1,319 $92,000
Q2 2019 Aug 05, 2019	BUY	N/A	3,115 Added 312.75%	4,111 $0
Q1 2019 May 06, 2019	BUY	N/A	929 Added 1386.57%	996 $0
Q3 2018 Nov 14, 2018	BUY	N/A	67 New	67 $5,000

Others Institutions Holding SCHA

# of Institutions

1,104

Shares Held

225M

Call Options Held

56K

Put Options Held

25.6K

View Full List

About SCHWAB STRATEGIC TR US SMALL-C

Ticker SCHA
Sector ETFs
Industry ETFs

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Heritage Wealth Advisors Schwab Strategic Tr Us Small C Transaction History