Heritage Wealth Advisors Schwab Strategic Tr Us Large C Transaction History

Heritage Wealth Advisors

$2.03 Billion
Q2 2025

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 4,976 shares of SCHX stock, worth $130,172. This represents 0.01% of its overall portfolio holdings.

Number of Shares

4,976

Previous 4,976 -0.0%

Holding current value

$130,172

Previous $109,000 11.01%

% of portfolio

0.01%

Previous 0.01%

30 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 08, 2025	SELL	$21.75 - $24.28 $3,262 - $3,642	-150 Reduced 2.93%	4,976 $109,000
Q4 2024 Feb 11, 2025	BUY	$22.4 - $68.28 $74,457 - $226,962	3,324 Added 184.46%	5,126 $118,000
Q2 2024 Aug 05, 2024	BUY	$58.7 - $64.78 $98,146 - $108,312	1,672 Added 1286.15%	1,802 $115,000
Q1 2024 May 08, 2024	SELL	$55.41 - $62.08 $92,645 - $103,797	-1,672 Reduced 92.79%	130 $8,000
Q4 2023 Dec 12, 2024	SELL	$48.47 - $56.6 $550,086 - $642,353	-11,349 Reduced 86.3%	1,802 $101,000
Q4 2023 Feb 09, 2024	SELL	$48.47 - $56.6 $550,086 - $642,353	-11,349 Reduced 86.3%	1,802 $101,000
Q2 2023 Dec 12, 2024	BUY	$47.67 - $52.37 $541,006 - $594,347	11,349 Added 629.8%	13,151 $688,000
Q4 2022 Dec 12, 2024	SELL	$42.25 - $48.16 $7,478 - $8,524	-177 Reduced 1.33%	13,151 $593,000
Q4 2022 Feb 06, 2023	SELL	$42.25 - $48.16 $7,478 - $8,524	-177 Reduced 1.33%	13,151 $593,000
Q3 2022 Dec 12, 2024	BUY	$42.35 - $51.01 $488,126 - $587,941	11,526 Added 639.62%	13,328 $564,000
Q3 2022 Nov 10, 2022	SELL	$42.35 - $51.01 $27,781 - $33,462	-656 Reduced 4.69%	13,328 $564,000
Q2 2022 Aug 04, 2022	SELL	$43.35 - $54.51 $11,140 - $14,009	-257 Reduced 1.8%	13,984 $625,000
Q1 2022 May 11, 2022	BUY	$49.51 - $57.27 $352,511 - $407,762	7,120 Added 99.99%	14,241 $767,000
Q2 2021 Aug 09, 2021	SELL	$48.62 - $52.01 $80,320 - $85,920	-1,652 Reduced 18.83%	7,121 $0
Q2 2021 Jul 27, 2021	BUY	$48.62 - $52.01 $80,320 - $85,920	1,652 Added 23.2%	8,773 $798,000
Q1 2021 Apr 27, 2021	SELL	$44.9 - $48.34 $74,174 - $79,857	-1,652 Reduced 18.83%	7,121 $0
Q3 2020 Nov 03, 2020	SELL	$37.26 - $43.03 $10,395 - $12,005	-279 Reduced 3.08%	8,773 $0
Q2 2020 Jul 17, 2020	BUY	$29.25 - $38.76 $140,634 - $186,358	4,808 Added 113.29%	9,052 $0
Q2 2020 Jul 17, 2020	SELL	$29.25 - $38.76 $143,120 - $189,652	-4,893 Reduced 53.55%	4,244 $670,000
Q1 2020 May 05, 2020	BUY	$26.61 - $40.52 $3,219 - $4,902	121 Added 1.34%	9,137 $0
Q4 2019 Feb 04, 2020	SELL	$34.42 - $38.54 $58,307 - $65,286	-1,694 Reduced 15.82%	9,016 $0
Q3 2019 Oct 30, 2019	SELL	$35.28 - $36.01 $220,676 - $225,242	-6,255 Reduced 36.87%	10,710 $759,000
Q2 2019 Aug 05, 2019	BUY	N/A	15,304 Added 921.37%	16,965 $0
Q1 2019 May 06, 2019	SELL	N/A	-8 Reduced 0.48%	1,661 $0
Q4 2018 Jan 28, 2019	SELL	N/A	-1,274 Reduced 43.29%	1,669 $99,000
Q3 2018 Nov 14, 2018	SELL	N/A	-1,644 Reduced 35.84%	2,943 $204,000
Q2 2018 Jul 19, 2018	BUY	N/A	937 Added 25.67%	4,587 $298,000
Q1 2018 May 10, 2018	BUY	N/A	242 Added 7.1%	3,650 $229,000
Q4 2017 Feb 02, 2018	BUY	N/A	7 Added 0.21%	3,408 $215,000
Q3 2017 Nov 07, 2017	BUY	N/A	3,401	3,401 $202,000

Others Institutions Holding SCHX

# of Institutions

1,590

Shares Held

1.14B

Call Options Held

68.6K

Put Options Held

200

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About SCHWAB STRATEGIC TR US LARGE-C

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Heritage Wealth Advisors Schwab Strategic Tr Us Large C Transaction History