Heritage Wealth Advisors Schwab Strategic Tr Us Emergin Transaction History

Heritage Wealth Advisors

  • $2.16 Billion
  • Q2 2024

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2022

Aug 04, 2022
SELL
$24.51 - $28.87 $6,642 - $7,823
-271 Closed
0 $0
Q2 2021

Aug 09, 2021
SELL
$31.06 - $33.61 $9,752 - $10,553
-314 Reduced 53.68%
271 $0
Q2 2021

Jul 27, 2021
BUY
$31.06 - $33.61 $9,752 - $10,553
314 Added 115.87%
585 $18,000
Q1 2021

Apr 27, 2021
SELL
$30.78 - $34.63 $9,664 - $10,873
-314 Reduced 53.68%
271 $0
Q4 2020

Feb 01, 2021
BUY
$26.72 - $30.68 $53 - $61
2 Added 0.34%
585 $18,000
Q2 2020

Jul 17, 2020
BUY
$19.87 - $25.05 $38,865 - $48,997
1,956 Added 307.55%
2,592 $14,000
Q2 2020

Jul 17, 2020
SELL
$19.87 - $25.05 $39,918 - $50,325
-2,009 Reduced 77.51%
583 $0
Q1 2020

May 05, 2020
SELL
$18.68 - $28.22 $11,264 - $17,016
-603 Reduced 48.67%
636 $0
Q4 2019

Feb 04, 2020
BUY
$24.83 - $27.51 $10,279 - $11,389
414 Added 50.18%
1,239 $0
Q3 2019

Oct 30, 2019
SELL
$25.08 - $25.94 $34,108 - $35,278
-1,360 Reduced 62.24%
825 $20,000
Q2 2019

Aug 05, 2019
BUY
N/A
2,185 New
2,185 $0

Others Institutions Holding SCHE

# of Institutions
770
Shares Held
237M
Call Options Held
13.7K
Put Options Held
0
View Full List

About SCHWAB STRATEGIC TR US EMERGIN

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