Heritage Wealth Architects, Inc. Schwab Strategic Tr Us Broad M Transaction History

Heritage Wealth Architects, Inc.

  • $162 Billion
  • Q3 2025

A detailed history of Heritage Wealth Architects, Inc. transactions in Schwab Strategic Tr Us Broad M stock. As of the latest transaction made, Heritage Wealth Architects, Inc. holds 1,225,521 shares of SCHB stock, worth $31.5 Million. This represents 19.41% of its overall portfolio holdings.

Number of Shares
1,225,521
Previous 1,110,715 10.34%
Holding current value
$31.5 Million
Previous $26.5 Billion 19.04%
% of portfolio
19.41%
Previous 19.49%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 02, 2025
BUY
$23.82 - $25.84 $2.73 Million - $2.97 Million
114,806 Added 10.34%
1,225,521 $31.5 Billion
Q2 2025

Jul 09, 2025
BUY
$19.1 - $23.83 $388,608 - $484,845
20,346 Added 1.87%
1,110,715 $26.5 Billion
Q1 2025

May 15, 2025
BUY
$21.23 - $23.75 $23.1 Million - $25.9 Million
1,090,369 New
1,090,369 $23.5 Billion

Others Institutions Holding SCHB

# of Institutions
1,348
Shares Held
565M
Call Options Held
500K
Put Options Held
12.1K
View Full List

About SCHWAB STRATEGIC TR US BROAD M

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  • Ticker SCHB
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