Heritage Wealth Advisors Schwab Strategic Tr Us Dividen Transaction History

Heritage Wealth Advisors

$2.16 Billion
Q2 2024

A detailed history of Heritage Wealth Advisors transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Heritage Wealth Advisors holds 210 shares of SCHD stock, worth $17,776. This represents 0.0% of its overall portfolio holdings.

Number of Shares

210

Previous 1,802 88.35%

Holding current value

$17,776

Previous $145,000 88.97%

% of portfolio

0.0%

Previous 0.01%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Aug 05, 2024	SELL	$75.81 - $80.15 $120,689 - $127,598	-1,592 Reduced 88.35%	210 $16,000
Q1 2024 May 08, 2024	BUY	$75.25 - $80.63 $124,313 - $133,200	1,652 Added 1101.33%	1,802 $145,000
Q4 2023 Feb 09, 2024	SELL	$66.9 - $76.32 $283,923 - $323,902	-4,244 Reduced 96.59%	150 $11,000
Q2 2023 Aug 09, 2023	BUY	$69.18 - $73.94 $10,377 - $11,091	150 Added 3.53%	4,394 $319,000
Q2 2020 Jul 17, 2020	BUY	$43.56 - $56.5 $95,265 - $123,565	2,187 Added 106.32%	4,244 $0
Q2 2020 Jul 17, 2020	SELL	$43.56 - $56.5 $95,265 - $123,565	-2,187 Reduced 51.53%	2,057 $219,000
Q3 2019 Oct 30, 2019	SELL	$54.39 - $55.76 $45,415 - $46,559	-835 Reduced 16.44%	4,244 $232,000
Q2 2019 Aug 05, 2019	BUY	N/A	5,079 New	5,079 $0

Others Institutions Holding SCHD

# of Institutions

1,659

Shares Held

274M

Call Options Held

1.52M

Put Options Held

741K

View Full List

About SCHWAB STRATEGIC TR US DIVIDEN

Ticker SCHD
Sector ETFs
Industry ETFs

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Heritage Wealth Advisors Schwab Strategic Tr Us Dividen Transaction History