Heritage Wealth Advisors Schwab Strategic Tr Us Dividen Transaction History

Heritage Wealth Advisors

  • $2.03 Billion
  • Q2 2025

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 830 shares of SCHD stock, worth $22,053. This represents 0.0% of its overall portfolio holdings.

Number of Shares
830
Previous 630 31.75%
Holding current value
$22,053
Previous $17,000 23.53%
% of portfolio
0.0%
Previous 0.0%

Shares

15 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 11, 2025
BUY
$24.32 - $27.87 $4,864 - $5,574
200 Added 31.75%
830 $21,000
Q4 2024

Feb 11, 2025
BUY
$26.93 - $84.95 $11,310 - $35,679
420 Added 200.0%
630 $17,000
Q2 2024

Dec 12, 2024
SELL
$75.81 - $80.15 $301,875 - $319,157
-3,982 Reduced 94.99%
210 $16,000
Q2 2024

Aug 05, 2024
SELL
$75.81 - $80.15 $120,689 - $127,598
-1,592 Reduced 88.35%
210 $16,000
Q1 2024

Dec 12, 2024
BUY
$75.25 - $80.63 $304,160 - $325,906
4,042 Added 2694.67%
4,192 $338,000
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

Dec 12, 2024
SELL
$66.9 - $76.32 $283,923 - $323,902
-4,244 Reduced 96.59%
150 $11,000
Q4 2023

Feb 09, 2024
SELL
$66.9 - $76.32 $283,923 - $323,902
-4,244 Reduced 96.59%
150 $11,000
Q2 2023

Dec 12, 2024
BUY
$69.18 - $73.94 $289,449 - $309,364
4,184 Added 1992.38%
4,394 $319,000
Q2 2023

Aug 09, 2023
BUY
$69.18 - $73.94 $10,377 - $11,091
150 Added 3.53%
4,394 $319,000
Q3 2022

Dec 12, 2024
BUY
$66.43 - $77.87 $267,978 - $314,127
4,034 Added 1920.95%
4,244 $281,000
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
2,034
Shares Held
840M
Call Options Held
4.51M
Put Options Held
2.75M
View Full List

About SCHWAB STRATEGIC TR US DIVIDEN

SCHD Quotes by TradingView
  • Ticker SCHD
  • Sector ETFs
  • Industry ETFs
More about SCHD
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