Heritage Wealth Advisors Schwab Strategic Tr Us Broad M Transaction History

Heritage Wealth Advisors

$2.06 Billion
Q3 2024

Shares

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2023 Dec 12, 2024	BUY	$47.08 - $51.7 $215,861 - $237,044	4,585 New	4,585 $237,000
Q1 2023 May 04, 2023	SELL	$44.47 - $49.23 $26,593 - $29,439	-598 Reduced 11.54%	4,585 $219,000
Q3 2022 Dec 12, 2024	BUY	$41.99 - $50.63 $217,634 - $262,415	5,183 New	5,183 $217,000
Q1 2022 May 11, 2022	BUY	$49.15 - $56.85 $127,347 - $147,298	2,591 Added 99.96%	5,183 $277,000
Q2 2020 Jul 17, 2020	BUY	$28.84 - $38.49 $64,659 - $86,294	2,242 Added 640.57%	2,592 $0
Q2 2020 Jul 17, 2020	SELL	$28.84 - $38.49 $64,659 - $86,294	-2,242 Reduced 86.5%	350 $190,000
Q3 2019 Oct 30, 2019	SELL	$35.32 - $36.13 $162,083 - $165,800	-4,589 Reduced 63.9%	2,592 $184,000
Q2 2019 Aug 05, 2019	BUY	N/A	7,181 New	7,181 $0

Others Institutions Holding SCHB

# of Institutions

1,182

Shares Held

167M

Call Options Held

172K

Put Options Held

20.7K

Wealthfront Advisers LLC

20.6M
Shares

$479 Million
4.26% of portfolio
Betterment LLC New York, NY

6.06M
Shares

$141 Million
0.97% of portfolio
Rebalance, LLC Palo Alto, CA

3.82M
Shares

$89 Million
18.64% of portfolio
Scs Capital Management LLC Boston, MA

3.78M
Shares

$87.9 Million
5.07% of portfolio
Milliman Financial Risk Management LLC Chicago, IL

3.29M
Shares

$76.6 Million
2.16% of portfolio

About SCHWAB STRATEGIC TR US BROAD M

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