Heritage Wealth Advisors Schwab Strategic U.S. Mid Cap Transaction History

Heritage Wealth Advisors

  • $1.91 Billion
  • Q1 2025

A detailed history of Heritage Wealth Advisors transactions in Schwab Strategic U.S. Mid Cap stock. As of the latest transaction made, Heritage Wealth Advisors holds 197 shares of SCHM stock, worth $5,364. This represents 0.0% of its overall portfolio holdings.

Number of Shares
197
Previous 196 0.51%
Holding current value
$5,364
Previous $5,000 -0.0%
% of portfolio
0.0%
Previous 0.0%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 08, 2025
BUY
$25.58 - $29.24 $25 - $29
1 Added 0.51%
197 $5,000
Q4 2024

Feb 11, 2025
BUY
$27.54 - $83.04 $3,607 - $10,878
131 Added 201.54%
196 $5,000
Q3 2024

Nov 12, 2024
BUY
$75.47 - $83.18 $4,905 - $5,406
65 New
65 $5,000

Others Institutions Holding SCHM

# of Institutions
1,004
Shares Held
283M
Call Options Held
45.7K
Put Options Held
5.47K
View Full List

About SCHWAB STRATEGIC U.S. MID-CAP

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