Heritage Wealth Advisors Schwab Strategic Tr Us Large C Transaction History

Heritage Wealth Advisors

  • $2.06 Billion
  • Q3 2024

A detailed history of Heritage Wealth Advisors transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Heritage Wealth Advisors holds 171 shares of SCHG stock, worth $4,685. This represents 0.0% of its overall portfolio holdings.

Number of Shares
171
Previous 130 31.54%
Holding current value
$4,685
Previous $13,000 30.77%
% of portfolio
0.0%
Previous 0.0%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 12, 2024
BUY
$92.63 - $105.69 $3,797 - $4,333
41 Added 31.54%
171 $17,000
Q2 2024

Aug 05, 2024
BUY
$87.04 - $101.61 $2,350 - $2,743
27 Added 26.21%
130 $13,000
Q1 2024

May 08, 2024
SELL
$80.6 - $93.32 $2,176 - $2,519
-27 Reduced 20.77%
103 $9,000
Q4 2023

Feb 09, 2024
SELL
$70.08 - $83.37 $378,081 - $449,781
-5,395 Reduced 97.65%
130 $10,000
Q1 2023

May 04, 2023
SELL
$54.19 - $65.17 $17,557 - $21,115
-324 Reduced 5.54%
5,525 $360,000
Q1 2022

May 11, 2022
BUY
$65.63 - $82.62 $191,902 - $241,580
2,924 Added 99.97%
5,849 $438,000
Q2 2020

Jul 17, 2020
SELL
$37.99 - $51.32 $232,726 - $314,386
-6,126 Reduced 67.68%
2,925 $0
Q2 2020

Jul 17, 2020
BUY
$37.99 - $51.32 $232,726 - $314,386
6,126 Added 209.44%
9,051 $297,000
Q3 2019

Oct 30, 2019
SELL
$41.7 - $42.86 $95,201 - $97,849
-2,283 Reduced 43.84%
2,925 $245,000
Q2 2019

Aug 05, 2019
BUY
N/A
5,208 New
5,208 $0

Others Institutions Holding SCHG

# of Institutions
1,309
Shares Held
181M
Call Options Held
140K
Put Options Held
91.5K
View Full List

About SCHWAB STRATEGIC TR US LARGE-C

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