Heritage Wealth Advisors Schwab Strategic Tr Us Large C Transaction History

Heritage Wealth Advisors

$1.95 Billion
Q4 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2019 Oct 30, 2019	SELL	$56.56 - $57.5 $78,222 - $79,522	-1,383 Closed	0 $0
Q2 2019 Aug 05, 2019	BUY	N/A	1,383 New	1,383 $0

Others Institutions Holding SCHV

# of Institutions

900

Shares Held

330M

Call Options Held

0

Put Options Held

0

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

55.4M
Shares

$1.41 Billion
3.05% of portfolio
Sei Investments CO Oaks, PA

38.9M
Shares

$994 Million
1.35% of portfolio
Mather Group, Llc. Chicago, IL

33M
Shares

$843 Million
10.21% of portfolio
Envestnet Asset Management Inc

15.9M
Shares

$407 Million
0.14% of portfolio
Advisor Group Holdings, Inc. Phoenix, AZ

10.1M
Shares

$258 Million
0.66% of portfolio

About SCHWAB STRATEGIC TR US LARGE-C

Ticker SCHV
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