Heritage Wealth Advisors Schwab Strategic Tr 1000 Index Transaction History

Heritage Wealth Advisors

$2.06 Billion
Q3 2024

Number of Shares

0

Holding current value

$0

% of portfolio

0.0%

Shares

3 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2024 Nov 12, 2024	BUY	$49.82 - $55.29 $0 - $0	0 New	0 $0
Q1 2020 May 05, 2020	SELL	$21.7 - $33.28 $86 - $133	-4 Closed	0 $0
Q4 2018 Jan 28, 2019	BUY	N/A	4 New	4 $0

Others Institutions Holding SCHK

# of Institutions

181

Shares Held

39.5M

Call Options Held

0

Put Options Held

0

Financial Engines Advisors L.L.C. Santa Clara, CA

28.6M
Shares

$833 Million
3.25% of portfolio
Legacy Wealth Management, Inc

3.59M
Shares

$105 Million
12.87% of portfolio
Warwick Investment Management, Inc.

2.1M
Shares

$61.1 Million
27.6% of portfolio
Armstrong Advisory Group, Inc Needham, MA

1.27M
Shares

$37 Million
5.84% of portfolio
Waddell & Associates, LLC

963K
Shares

$28.1 Million
6.53% of portfolio

About SCHWAB STRATEGIC TR 1000 INDEX

Ticker SCHK
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